Broker Administrator

4 weeks ago

Swindon, United Kingdom Acorn by Synergie Full time

As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be £23,500.

Your main activities and duties will include:

  • Reviewing the support email inbox daily and assigning team tasks
  • Requesting new codes from lenders and providers
  • Sending updates and amendments to lenders and providers
  • Reviewing and completing regular agency codes chase-ups for missing requests
  • Inputting all code responses into relevant internal systems
  • Serving as the point of contact for all adviser queries related to lender and provider registrations
  • Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.)
  • Vetting and approving employed AR administrators into the network in line with network and FCA requirements
  • Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorization approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date
  • Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes
  • Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates
  • Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators
  • Ability to take network phone calls via direct line, overflow, or team queries
  • Regularly liaising with both internal and external contacts
  • Working collaboratively as part of a wider Broker Services Team

Subsidiary duties include:

  • Other duties commensurate with the role
  • Providing post-appointment support for customers
  • Ad-hoc projects as and when required
  • Supporting the network's values and objectives within the context of the role

Technical skills/competencies required:

  • Strong IT skills, particularly in the Microsoft Office Suite

Experience, skills, and attributes required:

  • Experience in building successful relationships with internal and external stakeholders
  • Excellent customer service and communication skills, both written and verbal
  • Ability to work methodically and accurately on multiple administrative tasks
  • Organised and efficient with a high standard of attention to detail
  • Ability to work to tight deadlines, meet set targets, and plan work effectively
  • Strong team player, capable of working collaboratively and independently
  • Ability to think creatively and positively
  • Ability to work with limited supervision and make appropriate decisions
  • Self-motivated, able to complete tasks and exercise judgement

Experience, qualifications, and other requirements specific to the role:

  • Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable
  • GCSE Maths/English (grade C or above)
  • Customer services background essential

Acorn by Synergie acts as an employment agency for permanent recruitment.

JBRP1_UKTJ

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