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Job Vacancies

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Job Vacancies

Interested in joining a growing business? Like working as part of a team but using your own initiative? We may have the role for you…

Location:

Solihull / Birmingham area

Reports to:

Head of Operations

Employee benefits include:

  • Holiday purchase scheme
  • Various employee discounts
  • Contributory Pension scheme

Please send your CV to Louise Evans at: marketing@tmaclub.com

Purpose of Role:

To drive proactive relationship and telephony opportunities with DA Firms, to both, secure incremental proposition sales and retain existing DA supporters.

Work collaboratively with the DA Key Account Managers, to maximise relationship and development opportunities across their areas.

Manage defined external business relationships by telephone with a view to maximising commercial benefits, advantages and value for the DA business and its members.

Work alongside other team members to maximise skills and knowledge, allowing cross-functional service delivery, and strong team and customer ethics.

Main Accountabilities

  • To understand the TMA/DA Proposition, profiling, positioning and pricing and its competitiveness Vs our competitors
  • To conduct themed proactive telephone sales campaigns and activities to support delivery of specific TMA business objectives in a timely manner
  • Personally manage some broker relationships demonstrating a strong knowledge of the TMA propositional areas
  • To provide regular reporting to include deliverables, successes, risks and wider opportunities, in contribution to the TMA business plan
  • Annotate our Broker records system, to ensure transparency of firm contact
  • Maximise learning and knowledge of the DA proposition roles and tasks across all staff within the teams, in order to support personal development, and thus gaining some benefits of cross functional working opportunities to strengthen the team resources
  • Support team members, KAMs and DA intermediaries in the process of registration of new members across all proposition types, to include support in the setting up of Database Records, Business Submission routes/agencies etc. in line with TMA business procedures
  • Engage with lenders and providers to maintain knowledge on products, criteria and service propositions to include a clear knowledge of USPs
  • Support the maintenance of internal support material/systems used to support our intermediaries and their business
  • Support marketing campaigns and plans to include events, new launches etc.
  • Support KAMs with adhoc event attendance or broker visits
  • Support the KAMs with are diary planning and appointments, where required
  • Demonstrate self-development and CPD assessment completion within group expectations

Risk

  • Understand operational and regulatory risks, which may impact the TMA business. All staff have a responsibility for initiating desired action to mitigate any risk across the team
  • Understand GDPR and the control and privacy of data

Treating Customers Fairly and Retail Conduct Risk

  • To regularly consider and share feedback on procedures, & processes or products that do not adhere to the principles of TCF/RCR and instigate escalation that improve practices withing the department

Three Lines of Defence

  • To deliver your role competently and comply with the relevant standards and procedures, ensuring that TMA deliver a service where suitable information is given to the end consumer, which is adequately recorded and ultimately promotes that customers are treated fairly. This can either be through directly influencing or in a support services capacity

Information Security

  • Promote information security within the department, encouraging best practice by ensuring you comply with the information security principles, policies and procedures. Monitor workplace practice in line with these policies and procedures and deal firmly with any instances of non-compliance

Knowledge and Expertise (including specialist and/or technical skills)

  • Successful experience in Telephony sales & relationship management
  • Good knowledge of our core propositions -Mortgage & Protection
  • Strong interpersonal and relationship skills
  • Ability to identify and drive opportunities with both inbound and outbound callers
  • Engaging and helpful telephone manner
  • Communication Skills – questioning and listening
  • Good Negotiation & Influencing skills
  • Basic IT skills – Excel/Data formatting.
  • High Level of customer service delivery
  • Excellent organisational skills.
  • Aptitude in problem solving

Experience, Qualifications and other requirements specific to the role

  • Strong knowledge of the Directly Authorised Market place.
  • Certificate in Mortgage Advice and Practice (or equivalent) professional qualification (desirable not mandatory)
  • Telephony experience ideally gained in a similar role held for over a 2 year period.
  • Working knowledge of Mortgage Protection, & GI Market and linked Technology systems.
  • Experience of working in sales and marketing environments.

Soft Skills

  • Self- Motivated to generate results personally and within a team
  • Strong work ethic, to deliver results for the benefit of the business
  • Flexibility – surrounding business needs.
  • Personal development drive. and ambition
  • Hands on delivery and Team Player

Location:

Solihull / Birmingham area

Reports to:

Head of Operations

Employee benefits include:

  • Holiday purchase scheme
  • Various employee discounts
  • Contributory Pension scheme

Please send your CV to Louise Evans at: marketing@tmaclub.com

Purpose of Role:

Provide an excellent level of support to intermediaries providing expert guidance to callers into the Broker Support TMA team.

To provide and demonstrate strong propositional and technical knowledge to both colleagues and TMA DA Firms to secure business support in favour of the DA proposition.

Support Team members, KAMs and the DA intermediaries in the process of registration of new members across all proposition types, to include support in the setting up of Database Records, Business Submission routes/agencies etc, in line with TMA business procedures.

Contribute to the growth of the TMA proposition and plans.

Main Accountabilities

  • Provide an excellent level of support to intermediaries providing first line expert guidance to callers
  • To provide and demonstrate strong propositional and technical knowledge to    both colleagues and TMA DA Firms to secure business support in favour of the DA proposition
  • Liaise with Lenders & Providers to maintain knowledge on Products, criteria and service propositions to include a clear knowledge of USPs
  • Support Team members, KAMs and the DA intermediaries in the process of registration of new members across all proposition types, to include support in the setting up of Database Records, Business Submission routes/agencies etc, in line with TMA business procedures
  • Support the maintenance of internal support material/systems used to support our intermediaries and their business
  • Annotate our Broker records systems, to ensure transparency of firm contact
  • Keep up to date with Government, Industry and Regulatory initiatives/changes within our market place
  • To understand the TMA /DA Proposition, Profiling, Positioning and Pricing and its competitiveness v our competitors
  • Maximise learning and knowledge of the DA Proposition roles and tasks across all staff within the teams, in order to support personal development, and thus gaining some benefits of cross functional working opportunities to strengthen the team resources
  • Support Marketing campaigns and plans to include, Events, New launches etc.
  • Support KAMs with adhock event attendance or broker visits
  • Demonstrate self-development and CPD assessment completion within group expectations

Risk

  • Understand operational and regulatory risks, which may impact the TMA business. All staff have a responsibility for initiating desired action to mitigate any risk across the team
  • Understand GDPR and the control and privacy of data

Treating Customers Fairly and Retail Conduct Risk

  • To regularly consider and share feedback on procedures, & processes or products that do not adhere to the principles of TCF/RCR and instigate escalation that improve practices withing the department

Three Lines of Defence

  • To deliver your role competently and comply with the relevant standards and procedures, ensuring that TMA deliver a service where suitable information is given to the end consumer, which is adequately recorded and ultimately promotes that customers are treated fairly. This can either be through directly influencing or in a support services capacity

Information Security

  • Promote information security within the department, encouraging best practice by ensuring you comply with the information security principles, policies and procedures. Monitor workplace practice in line with these policies and procedures and deal firmly with any instances of non-compliance

Knowledge and Expertise (including specialist and/or technical skills)

  • Strong knowledge of our core propositions -Mortgage & Protection
  • Ability to identify and drive opportunities with both inbound and outbound callers
  • Engaging and helpful telephone manner
  • Communication Skills – questioning and listening
  • Basic IT skills – Excel/Data formatting
  • High Level of customer service delivery
  • Excellent organisational skills
  • Aptitude in problem solving
  • Initiative
  • Attention to detail

Experience, Qualifications and other requirements specific to the role

  • Strong knowledge of the Directly Authorised Market place
  • Certificate in Mortgage Advice and Practice (or equivalent) professional qualification (desirable not mandatory)
  • Telephony experience ideally gained in a similar role held for over a 2 year period
  • Working knowledge of Mortgage Protection, & GI Market and linked Technology systems
  • Experience of working in sales and marketing environments

Soft Skills

  • Self- Motivated to generate results personally and within a team
  • Strong work ethic, to deliver results for the benefit of the business
  • Flexibility – surrounding business needs.
  • Personal development, drive and ambition
  • Hands on delivery and Team Player