Broker Support Representative

Job description

Job Title: Broker Support Representative

Location: Windsor, 5 days a week in new modern office ( Parking paid for by company)

Salary - £27K - £29K

My client is a profitable scaling lender based in heart of Windsor. After 7 years of trading they have a fantastic brand reputation for quick, streamlined and flexible lending for SME businesses across the UK looking to scale.

After a large investment round & the lending book scaling 2X in 2025, they are now focusing on growth the lending book it an exciting high energy environment to work in – Offering great learning & development opportunities and a fun but productive working environment

My client works with brokers to distribute the lending into the market. Its important we give Brokers a really good level of service so they are updated on current deals they have introduced to us and also if they feel looked after & are happy with the service then they are more likely to introduce us more deals moving forward.

This is a brilliant role to learn from the Broker team and if you are performing well then it can lead to a Broker BD role where you will be owning your own broker relationships and deal cycles.

Role and Responsibilities:

• Build, maintain, and strengthen relationships with existing and potential brokers
• Provide regular updates via phone and written communication to brokers who have deals in flight
• Identify and understand broker needs, concerns, and objectives.
• Support the Broker Management team in onboarding brokers with the highest level of professionalism by utilising branded email templates and the broker portal
• Gather feedback from brokers on the referral process, products, and any other relevant issues
• Channel feedback to the appropriate internal teams to drive product and service improvements
• Track, measure, and report on broker performance (including deals submitted and funded deals), engagement levels and referral quality.
• Ensure the customer service team are kept fully updated on the processes involved in handling broker cases.
• Maintain up-to-date and accurate data within the CRM, assist in sales forecasting, and produce regular reports on broker performance and conversion rates.
• Provide training to brokers about products, offerings, processes, and advantages via Zoom, Teams or face-to-face meetings on our criteria
• Drive the acquisition of new brokers by delivering onboarding plan that sets clear priorities and develops tailored engagement strategies

We are looking for:

• 1 – 2 years of experience in a support function or account administration, preferably within a sales environment in the financial services sector or brokerage
• Strong communication skills both written & verbal and keen to build relationships with brokers
• Problem solving skill set, proactive in answering queries and being a good representation of the brand
• Self motivated to work independently and get stuck into a variety of tasks which enable deals to progress

Extra information

Status

Open

Education Level

Secondary School

Location

Windsor

Type of Contract

Full-time jobs

Published at

15-04-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English