Job title: Broker & Intermediaries Sales Support - 6 month fixed term contract

Closing date: 20 January 2025

Key responsibilities

• Complete the Broker and Introducer Intermediary and broker on boarding process, identifying any missing information and pro-actively obtaining.
• Work with Head of Intermediary Sales and the Senior Sales Support Associate to review ongoing processes to ensure that they are and remain fit for purpose in balancing high compliance environment and customer service values.
• To calculate/validate and then process accurate procuration fee and introducer fee payments to Brokers and Intermediaries and administer invoice approval process.
• Proactively provide introducer updates.
• Proactively manage the on boarding pipeline.
• Create and maintain management Information for both internal and external circulation.
• Manage inbound & outbound enquiry calls and emails.
• Work within agreed Service Level Agreements (SLAs)
• Work collaboratively with colleagues and stakeholders.
• Monitor and report on business levels generated and internal processes in terms of management information as required.
• To assist the Head of Intermediary Sales and Senior Sales Support Associate in managing the relationships with third party relationships.
• Communicating with and building relationships with various internal and external stakeholders as required to ensure smooth processes and information sharing to mitigate both financial and reputational risk.
• Any other duties commensurate with the grade and level of responsibility of this role, for which the role holder has the necessary experience and/or training.

Bank wide duties

• Demonstrate strong customer focus, both internally and externally and where applicable promote improvements in customer processes, policies, and engagement.
• Build and maintain lasting working relationships with fellow colleagues and any relevant external contacts. • Always demonstrate the Banks ROC Values & Behaviours.
• Support the development of a strong team with high standards of risk awareness and ethical behaviour.
• Follow all policies, procedures, frameworks, rules, and regulations (and any other related documents) applicable to you as an employee of Gatehouse Bank in the performance of your duties.
• Ensure that the Bank is managed safely by escalating any issues to line management on a timely basis. This includes notification of all risk events.

Skills required

Required skills, knowledge, and experience:

• Fraud risk/compliance awareness
• Knowledge and Experience of working with Intermediaries and Brokers.
• Service excellence delivery for all Intermediaries.
• Excellent time management skills.
• Good communications skills.

Beneficial skills, knowledge, and experience:

• Understanding of Intermediary and Brokers on Boarding requirements.
• Understanding of Shariah Banking

Required gualifications

• GCSE English and Mathematics (or equivalent).

Training and competence

• Maintain professional training and competence, including a Continuous Professional Development (CPD) log as appropriate for the role, including both technical and compliance training.
• Ensure all mandatory training assigned is completed and passed prior to the deadline provided.
• Ensure knowledge of working within a regulatory environment and regulatory requirements remains current, carrying out independent learning where required.

About us

Founded in 2007, we are a challenger bank that operates in accordance with Shariah principles, with offices in London, Milton Keynes and Wilmslow. We offer personal and corporate savings products and finance for UK residential property, in addition to sourcing and advising on UK real estate investments.

Additional Details:

We offer a highly attractive reward package; the typical benefits include:

• 25 days holiday entitlement increasing with service
• Pension plan
• Private medical insurance
• Group dental insurance
• Income protection
• Life assurance
• Employee referral bonus

Gatehouse Bank is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.

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