Broker Support Associate

Job description

At Selina Finance, our mission is to give people access to the wealth they have in their homes, and we’re doing that by building a next-generation digital lender – which all started with our home equity loan of credit product (HELOC). More than £2tn of equity is locked up in UK homes, yet homeowners still rely on high-interest consumer loans, credit cards, and overdrafts. We believe this needs to change. In 2024 we will build an incredible team focusing on high performance, accountability, development, and recognition.

We have quite a few things to be proud of:

🏆 Voted top 30 of ‘Tempos 100 best start-ups to work for 2023’

🌏 We have 19 different nationalities across our London + Manchester offices

🦄 Series B funded by leading VC funds

🦾 Disability Confident Committed employer

✏️ Rated highly in our employee survey on:

✔Workplace Culture

✔Work Life/Balance

✔Employee Recognition

What will you be doing?

• Broker Communications (40%)
• Answer all calls and intercom messages to broker line, answering minor queries and support requests and triaging more complex requests to specific BDM or to enquiries/referrals team
• Monitor broker@inbox, triaging requests and queries to appropriate teams where required (General case enquiries to be checked against policy, if too complex can be referred to enquiry@)

Broker Onboarding Processes (30%)

• Broker portal support for case submissions
• Support with Hometrack account creation (activating Selina’s template)
• Completing 1LOD on DD form for Master Broker, Private Clients, DA, and Advice+ channels (31 entries to check)
• Review 2LOD comments and revert to the broker
• Create new SF broker accounts
• Draft broker contract and send via Docusign

Pipeline Management (20%)

• Generate indicative offers to existing Advice+ / DA brokers
• Managing all lead submissions from Advice+ brokers (incl. converting leads for adviser)
• Providing regular case updates for brokers when received from adviser (ongoing dialogue for every case)
• Chase consent for Private Client Cases

Managing broker Accounts (10%)

• Maintain, monitor and operationalise broker incentives and celebrations (e.g. advisor first case champagne; fastest case etc.)
• Actively manage annual DD process, incl.:
• Manually send out reminders - accounts that are expiring within 30 days
• Deactivate accounts where the DD renewal date has elapsed
• Process renewals - a similar process to initial onboarding (condensed DD form)
• Support planning and organisation of broker events and webinars

Job requirements

• Bachelor's Degree or equivalent work experience (ideally in business, finance or related field)
• Excellent verbal and written communication skills, with the ability to multitask and manage deadlines effectively
• Strong attention to detail with knowledge of regulatory requirements and industry best practices

What we offer:

• £28-30k base salary, dependant on experience
• Bi-annual Bonus (discretionary)
• Growth Shares
• 25 days annual holiday
• Annual L&D budget
• Cycle to work scheme
• 3% pension contribution
• Monthly socials
• Free access to mental health support via ‘Spill’
• A choice of benefits that work for you courtesy of our benefits platform, ‘Thanks Ben’
• Annual £60 cycle allowance for Santander cycles or Evans (via ‘Thanks Ben’)
• Placed in the top 30 of ‘Tempos 100 best start-ups to work for 2023’

Interview Process:

• Recruiter Screen (30 mins)
• Google Meet Interview (45 minutes)
• Head of Strategy Interview in Office (60 minutes)

We are an equal opportunities employer and are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

We also welcome and encourage applications from traditionally underrepresented categories, and provide feedback to any candidate we interview, even if that feedback is speaking to another candidate being more suitable for the role.