Intermediary Sales Support Assistant

Specialist Admin

Ref: 1366Monday 13 September 2021

dependent on experience

Our client is one of the most successful and innovative organisations within financial services and has recently enjoyed an enviable record of success thanks to their customer centric focus.

They have a unique opportunity for someone to join their Head office Intermediary sales support team as an ISS Assistant.

The main aim of the role is to help the company achieve its intermediary mortgage lending targets, across the mortgage product range by providing administrative and sales support to mortgage intermediaries.



  • Provide exceptional customer support to clients, helping to exceed client expectation.
  • Process DIPs and ESIS requests received from intermediaries within agreed SLAs.
  • Handling mortgage, lending criteria and process queries from intermediaries, by both telephone and email, within SLA to proactively encourage increased levels of business.
  • Proactively make outbound telephone calls to identified intermediaries to chase DIPs and other sales opportunities. Proactively and reactively seek feedback on the company’s products and services, and feed this into line management for discussion and consideration at Product Committee and other company forums.
  • Accurately and timely recording of all call and email activity in both Team and company system.
  • Register new brokers, proactively contacting them with relevant information for writing future business with the company.
  • Complying with the broker due diligence procedure for registering and monitoring broker activity including verification of new and existing intermediaries.
  • Contacting new brokers and first-time introducers to make them aware of company products, contact points, lending criteria and processes.
  • Build and maintain relationships with intermediaries, and with colleagues, those in Mortgage Department.
  • Liaising with intermediaries in a professional manner, keeping them up to date with their cases and resolving issues where required.


Knowledge/Skills Required:

  • 1 Years’ experience within a similar position
  • At least 1 years’ experience in a customer facing position
  • Mortgage knowledge
  • Strong oral and written communication skills
  • Attention to detail
  • Good time management
  • Team Player
  • Ability to converse with all customers & colleagues
  • Organised
  • Motivated, positive, and enthusiastic
  • Committed to providing excellent customer service