Broker Support Consultant

  • The Work Shop
  • Ringwood, Hampshire
  • Oct 10, 2025
Full time Banking Finance

Job Description

Our client is looking for a motivated and proactive Broker Support Consultant to join a fast-paced and growing financial services team. This is an entry-level sales support role ideal for recent graduates or early-career professionals looking to break into the specialist mortgage or finance sector.

You'll work closely with mortgage brokers across the UK to assist with second charge mortgage applications, liaise with a panel of 12 specialist lenders, and support field-based account managers. This is a target-driven role offering excellent career progression and full training.

Key Responsibilities of Broker Support Consultant:

  • Answer inbound calls promptly and professionally.
  • Support brokers in sourcing solutions for second charge mortgage cases.
  • Accurately input client data into the CRM system, ensuring GDPR compliance.
  • Help schedule appointments and training sessions for external account managers.
  • Attend internal and lender sales meetings to maintain strong market knowledge.
  • Promote company services by understanding and presenting key USPs.
  • Track and update broker activity, applications, and feedback.
  • Support ongoing broker training and engagement via our Case Flow platform.
  • Achieve KPIs related to enquiry response times, conversion rates, and lender distribution.

What We're Looking For in Broker Support Consultant:

  • Self-motivated, driven, and ambitious personality
  • Excellent communication and negotiation skills
  • Comfortable working in a fast-paced, target-driven environment
  • Confident using CRM systems and Microsoft Office
  • Strong attention to detail and ability to follow process
  • Sales or customer service experience is a plus, but not required
  • Minimum GCSEs (or equivalent) in Maths and English

What You'll Get as Broker Support Consultant:

  • Full training in the second charge mortgage market
  • A clear career path in financial services and sales
  • Exposure to top lenders and broker networks in the UK
  • Ongoing CPD opportunities and industry-recognised learning

Company Benefits:

Healthshield membership and benefit scheme, joining on Tier 1 and increasing to

Tier 2 after probation is passed and Tier 3 after 5 years' service

Perk box membership

20 days holiday pay plus statutory bank holidays, increasing each year by 1 day up

To 25 days holiday allowance