Broker Relationship Manager

Online Mortgage Advisor is one of the UKs leading info sites for consumers that need specific mortgage help and support. We put customers together with experts who arrange their type of mortgage everyday – making the complex seem simple. We also work closely with lenders and Fintech firms to deliver a seamless and efficient customer experience.

We are in the process of launching a sister brand, Online Money Advisor; taking the same unique service and applying it to pensions, insurance and other financial services and have plans to launch further overseas brands into the future. We are a fast-growing company and now is a great time to get involved.

Our goal is to become the number 1 place for specialist financial information, with the best network of specialist financial advisors across the UK – ensuring that people get access to the right advice every time.

The Individual

Improving the knowledge base and expertise through sharing and updating of information to a specialist broker network of over 80 firms and 300 advisors around the UK by: -.

• Providing dedicated training & communication support to new brokers from On-boarding to the end of their first six months working with OMA
• Analysis, design and delivery of multi-media based training communications to improve performance. Primarily focusing on Broker Knowledge and Mastery with some process or sales skills training.
• Promoting best practice, success stories, lender policy, and quality advice (and the business in general) throughout our broker community using social networking and internal closed user group communication.

Primary Responsibilities

Using social networking, social media channels (internal & external) and trade links to generate / foster relationships with existing and potential broker partners

Internal Comms (Chatter & E-Mail) to Brokers planned out throughout the month – adding value, focusing on best practice sharing / knowledge and mastery in order to drive quality & volume performance and build stronger commercial links with our network of broker partners

Training delivery to the OMA Broker network – primarily through videos and podcasts (with some face to face delivery) to primarily focus on Knowledge and Mastery posting via Chatter e.g. Lending Criteria & U/W changes, BDM additions & product updates or innovations, Additional Broker Commission opportunities via Third Party referral spotlight etc.

Training responsibility for the directly employed OMA support team, process and skills training of our team in Derby.

Review and keep updated the OMA Academy module training material to ensure all Enquiry Niches are covered and material remains relevant and fit for purpose