Broker Work, Jobs in Northampton (with Salaries)

Client Relations Executive
Portman Finance Group —Northampton
- Customer service
- Microsoft Office
- Organisational skills
Quick apply
Quality Assurance Executive
Portman Finance Group —Northampton
- Microsoft Word
- Microsoft Excel
- Customer service
Quick apply
Mortgage Broker - Partner Advisor
The Mortgage Experts —Northampton
- £60,000 - £100,000 a year
- Remote
- Marketing
Quick apply
Life Insurance Advisor (Self-Employed)
Grove Life —Bedford
- £40,000 - £80,000 a year
- Weekend availability
- Hybrid work
- Sales
- Communication skills
- Free parking
- Flexitime
Quick apply
2d
Logistics Planner
Yusen Logistics (UK) —Northampton
- £31,125.55 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Microsoft Office
- Referral programme
3d
Graduate Sales Broker
Portman Finance Group —Northampton
- £36,000 - £50,000 a year
- Sales
- Bachelor's degree
- Organisational skills
Quick apply
9h
Sales Support Co-Ordinator
HR Solutions - Client —Kettering
- £25,000 - £30,000 a year
- Full-time
- Communication skills
- Employee assistance programme
Insurance Agent
Burrows Insurance Brokers —Bedford
- £24,420.00 - £70,973.36 a year
- Full-time
- Spanish
- Sales
- Salesforce
- Employee discount
- Life insurance
Quick apply
1d
Conveyancer/ Residential Property Solicitor/Cilex/Residential Property Paralegal
Lorimers —Buckingham
- £20 - £30 an hour
- Temporary
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
- Flexitime
- Work from home
Quick apply
Leasing Consultant
Silverstone Leasing —Northampton
- £25,000 - £45,000 a year
- Full-time
- Sales
- Customer service
- In-person
- Employee discount
Quick apply
Claims Handler
Gallagher Bassett —Blisworth
- Organisational skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Maths and English Tutor
Explore Learning —Milton Keynes
- £8.40 - £12.75 an hour
- Part-time
- English
- Paid training
Mortgage Advisor
The Mortgage Experts —Bletchley
- £60,000 - £100,000 a year
- Remote
Quick apply
Liability Claims Handler
Gallagher Bassett —Blisworth
- Remote
- Microsoft Office
- Organisational skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Asset Finance Broker- Fully Remote
Dobson Welch —Silverstone
- £30,000 - £35,000 a year
- Full-time
- Remote
- Negotiation
Customer Engagement Associate (pathway role into Protection Adviser)
LifeSearch —Milton Keynes
- £26,450 - £30,000 a year
- Full-time
- Sales
- Customer service
- Phone etiquette
- Life insurance
Quick apply
7d
Customer Supply Administrator
Weetabix —Burton Latimer
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
2d
Business Process Lead (Order to Cash)
WD-40 COMPANY —Milton Keynes
- Full-time
- Sales
- ERP systems
- IT
- Flexible schedule
Client Advisor - Marsh Multinational
Marsh —Milton Keynes
- Full-time
- Hybrid work
- IT
Trainee Valuer - MBA - Milton Keynes
Lambert Smith Hampton Ltd —Milton Keynes
- Full-time
- Microsoft Word
- Computer literacy
- Master's degree

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Client Relations Executive

Portman Finance Group
Northampton

Quick apply

Job details

Qualifications

Customer service
Microsoft Office
Organisational skills
Typing
Account management
A Level

Full job description

Overview

The Client Relations Executive will be responsible for answering initial queries, either via the telephone or through webchat, with the need to quickly qualify and pass the client onto the appropriate sales team member where appropriate. The Client Relations Executive will also undertake a number of other varied tasks including but not limited to quality monitoring call recordings and providing feedback to the sales team, obtaining reviews for the business from customers, improving data quality by verifying and merging data records, ensuring business processes are followed and assisting with customer due diligence processes after suitable training.

Due to the nature of the position, we are looking for someone who has an excellent professional and engaging telephone manner. The successful candidate will be confident providing constructive feedback and have a strong attention to detail, the Client Relations Executive role is key in managing and maintaining an excellent client experience.

As the successful candidate grows in the role, there will be opportunity - if the candidate wishes - to support the Regulated Sales Service Team on regulated finance transactions. In time, the successful candidate may have the opportunity to transition into the Regulated Sales Service Team, where responsibilities would include dealing with finance enquiries from regulated business customers, assessing their finance options, drafting straightforward credit applications to lenders, organising the signing of finance paperwork and ultimately paying out regulated finance deals. All of this would be part of a wider professional development plan, and only if the successful candidate showed an interest in developing into this team, which is well supported with training and compliance support.

Responsibilities

Quality monitoring of call recordings and providing feedback to sales team
Assist with complaints handling and complaints resolution matters
Answer incoming calls and webchat messages, screening and directing to the Sales Team where appropriate;
Ensure our Customer Records Management system is kept up-to-date with client leads and summaries;
Support the Client Relations Team Manager and Director of Compliance and Operations with ad-hoc duties as and when required;
Assist with obtaining Trustpilot and Google reviews from customers;
Provide support to the Director of Compliance and Operations on straightforward compliance matters following appropriate training; and
Any other appropriate job duties in line with the associated skill and experience of the post holder.

Requirements

Skills and experience required

Degree-educated is strongly preferred, with a minimum of A-Levels, or equivalent, essential, at BBB or above;
Previous Sales or Professional Services Secretarial, Customer Service or Account Management experience is advantageous but not essential;
Ability to communicate clearly in-person, over email, and on the telephone;
Ability to quickly and confidently screen and progress calls and webchat enquiries through to appropriate Sales Team members;
Ability to type and talk simultaneously;
Positive and engaging telephone manner; and
Strong Microsoft Office skills with experience of using a webchat, or similar, function.

Personal Attributes

Excellent written and oral communications skills;
Ability to remain calm under pressure and meet deadlines;
Strong organisational skills with a high attention to detail;
Ability to prioritise and handle multiple tasks at any given time in a fast-paced environment;
Pro-active and enthusiastic with a can do attitude;
Good commercial acumen; and

Benefits

Company Overview

Portman Finance Group was established in 2007 to provide UK SMEs with access to a range of finance options under one roof. We have now arranged over £1billion in funding for over 15,000 companies.

Portman secure finance for businesses of all sizes via our own lending and panel of over 40 partners. We offer flexible payment terms, reducing large initial outlays and protecting cash-flow, and are one of the largest privately owned Broker-Lenders in the UK.

Portman work with any type of private sector business. We have a long and successful history financing a variety of assets, quickly and easily. If you’re looking to lease or purchase further equipment, release equity or simply borrow, Portman can provide your business with the finance it needs.

Please note that as part of the recruitment process a criminal records check/credit history check will be carried out by an authorised third party.

Quick apply

Refine Your Search

broker jobs in northampton

Client Relations Executive

Quality Assurance Executive

Mortgage Broker - Partner Advisor

Life Insurance Advisor (Self-Employed)

Logistics Planner

Graduate Sales Broker

Sales Support Co-Ordinator

Insurance Agent

Conveyancer/ Residential Property Solicitor/Cilex/Residential Property Paralegal

Leasing Consultant

Claims Handler

Maths and English Tutor

Mortgage Advisor

Liability Claims Handler

Asset Finance Broker- Fully Remote

Customer Engagement Associate (pathway role into Protection Adviser)

Customer Supply Administrator

Business Process Lead (Order to Cash)

Client Advisor - Marsh Multinational

Trainee Valuer - MBA - Milton Keynes

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