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Account Manager

Job Reference:
Recruiter Name:
Parkside Recruitment
Job Type:
Financial Services
£23,000 to £26,000 per annum
Berkshire, England
Contract Type:
Date Posted:

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Do you have an interest or experience within Mortgages, Loans or Financial Services?

Perhaps you have already started to study your CeMap? Or have always had in interest in doing so?

You may have previously supported Brokers or Sales Staff? Or you may think you have the transferable skills to do so moving forwards?

Our International client, based in Bracknell, Berkshire are currently recruiting for exceptional candidates to provide support to their Broker and New Business teams.

Job Role

  • Establish an excellent working relationship with Regional Account Managers, Internal BDM's and the New Business Team
  • Demonstrate an in-depth knowledge of our product offering and lending policy
  • Take ownership of inbound calls and always seek to find solutions to broker queries
  • Proactively manage the Broker Desk inbox and all tasks assigned to you from the daily rota
  • Proactive external/internal chasing for outstanding case information to enable cases to progress to offer/completion
  • Develop a complete understanding of the broker portal and provide 1st line support to our distribution within required SLA's
  • Undertake training of broker staff on portal use and product and criteria offering
  • Plan and organise own workload to ensure personal and team objectives and deadlines are met
  • Act as a conduit between broker and New Business
  • Take responsibility for personal development, identifying and pursuing opportunities where appropriate to maintain and develop skill.
  • Contribute towards functional strategy development, planning and implementation process
  • Provide testing support when new functionality/systems/processes are introduced
  • Feedback key market intelligence and recommend areas for improvement, where appropriate


  • Excellent communication & relationship management skills
  • Attention to detail
  • Ability to multi task to ensure SLA's are met
  • Proactive team player
  • Confident and professional in delivering decisions to distribution
  • Strong personality but able to show diplomacy and empathy where necessary
  • Self-motivated and enthusiastic with drive to succeed and deliver results
  • Time management skills
  • Experience of working within Financial Services environment ideally Mortgage related

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.

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