Intermediary Broker Manager at Together

Cheadle, England, United Kingdom

Together Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Mortgage LendingIndustries

Requirements

  • Strong interpersonal and communication skills to advise and influence internal and external stakeholders on non-sales intermediary activities
  • Experience in maintaining and evolving accreditation, registration, and assurance processes, with a focus on risk mitigation and compliance
  • Ability to lead and develop a team, fostering growth in both individual and collective capabilities
  • Skilled in root cause analysis, MI preparation, and driving continuous improvement through deep-dive reviews and structured feedback loops
  • Ability to manage daily operational activities across multiple sales distribution channels, ensuring consistency and alignment with strategic goals
  • Previous experience in a Compliance/monitoring role (desirable)
  • Knowledge of relevant regulations (desirable)
  • Strong analytical skills (desirable)
  • Relevant CeMAP or equivalent qualification (desirable)
  • In-depth knowledge of the Intermediary network (desirable)

Responsibilities

  • Provide key stakeholders, both internal and external, with advice and guidance on all non-sales led intermediary activity, providing influence/recommendations on decisions where appropriate
  • Responsible for the effective management and evolution of the accreditation and registration processes for Intermediary relationships including Packagers, Introducer and Mortgage Clubs & Networks
  • Operational management of the Intermediary Assurance Officers and support the Team in developing key personal and team skills
  • Maintain and update team operational documentation, SOPs, and process guides
  • Coordinate daily operational activities which span oversight and the wider sales distribution channels
  • Assist in preparation, communication and training materials for operational changes that impact sales distribution
  • Be responsible for the maintenance of the Unable to Trade Register (UTTR) to enable effective management of the registration and accreditation processes
  • Review and work closely with the Financial Crime team in the management of Information From Lender reports received via National Hunter and agree required action
  • Support the delivery of the monthly IOP meeting (preparation of MI pack, root cause analysis, commentary, agenda, actions and notes)
  • Contribute to the continuous improvement and development of the Intermediary Oversight team output

Skills

Intermediary Onboarding
Panel Management
Accreditation Processes
Stakeholder Management
Risk Mitigation
Operational Planning
Mortgage Sales
Distribution Channels

Together

Mentorship software for employee development

About Together

Together Platform provides mentorship software aimed at improving employee development within organizations. The platform operates as a software-as-a-service (SaaS) solution, allowing companies to access its features online through a subscription model. Users can customize templates for various mentoring formats, create session agendas, and utilize reporting dashboards to assess the effectiveness of their mentorship programs. Together Platform stands out from competitors by achieving a high satisfaction rate of 98% among users, thanks to its effective matching criteria that connect mentors and mentees. The company's goal is to help medium to large enterprises foster professional growth and learning among their employees through well-structured mentorship programs.

Toronto, CanadaHeadquarters
2018Year Founded
$1.5MTotal Funding
SEEDCompany Stage
Enterprise Software, EducationIndustries
11-50Employees

Risks

Integration challenges with Absorb's systems could lead to customer dissatisfaction.
New feature launches may face technical issues, affecting user experience.
Economic downturns could reduce revenue due to dependence on subscription fees.

Differentiation

Together offers customizable templates and session agendas for mentorship programs.
The platform provides AI-driven analytics for deeper insights into mentorship effectiveness.
Together boasts a 98% satisfaction rate in mentor-mentee matching.

Upsides

Integration with LMS is enhancing holistic employee development experiences.
Demand for diversity-focused mentorship programs is rising, supporting underrepresented groups.
Remote work increases the need for virtual mentorship solutions, boosting Together's relevance.

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