Intermediary Sales Support
Are you an experienced professional in the mortgage industry, ready to take on a pivotal role within a dynamic team?
An exciting opportunity has arisen for an Intermediary Sales Support specialist who excels in managing broker firm due diligence, onboarding, and compliance requirements. This role is designed for someone who can make an immediate impact with minimal training, bringing their expertise to the forefront.
Key Responsibilities:
1. Oversee the entire onboarding process for new broker firms, ensuring all due diligence, registration, and compliance requirements are met.
2. Ensure that all documentation aligns with regulatory standards.
3. Serve as a key liaison between the organisation and intermediary partners, facilitating a smooth and efficient onboarding experience.
4. Collaborate with various internal departments to streamline processes and support intermediary needs effectively.
5. Play an active role in marketing initiatives, contributing to the development of marketing materials and campaigns.
6. Assist in the formation and support of a small sales and marketing support team, fostering collaboration to drive growth.
7. Maintain accurate records of broker firm registrations, due diligence, and compliance statuses.
8. Manage administrative tasks related to intermediary management, including CRM updates and report gen...