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Summary
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Job Title:
Associate Intermediaries Management
Location:
Birmingham
Salary:
Starting from 43,803, depending on experience
Hours:
Full Time
Working Pattern:
Minimum two days per week (or 40% of your time) at our office in Birmingham.
The Intermediaries team, part of Business and Commercial Banking (BCB), is responsible for the onboarding and ongoing management of clients introduced via intermediaries such as brokerages and trade associations. These clients span a range of products including Term Lending, Invoice Finance, Asset Finance, and AMC.
We're looking for a proactive and detail-focused Associate to join our team. This role is pivotal in ensuring robust governance and risk management across intermediary relationships, while supporting operational efficiency and regulatory compliance.
About this opportunity
Are you passionate about bringing ideas to life and creating memorable experiences? We're looking for someone with a flair for marketing and a knack for organising promotional events that engage, inspire, and deliver impact. Whether it's coordinating campaigns, managing logistics, or crafting compelling content, you'll play a key role in showcasing our brand and strengthening relationships with our audiences.
Facilitate the end-to-end onboarding process for new paid introducers, including documentation review, AML/Anti-Bribery checks, and panel registration.
Support the ongoing review and governance of panel brokers, including the facilitation of broker exits where appropriate.
Ensure all broker-introduced deals are accurately recorded in the Intermediary Contact Planner (ICP). This includes checking that the broker is registered and authorised by reviewing the FCA register.
Ensure compliance in broker-introduced deals by gathering and validating documentation required for commission payments.
Monitor and report on control performance, identifying and addressing any breaches or process errors.
Play a key role in the development of training materials, technical guides, and process documentation to promote a culture of "right first time" delivery.
Deliver small-scale projects independently and participate in larger team initiatives for example strategic and operational projects aimed at enhancing intermediary engagement, improving process efficiency, and supporting business growth.
Act as a Subject Matter Expert, providing guidance and resolving technical queries related to BCB Intermediaries processes.
Engage effectively with internal and external partners, like Broker Monitoring, Intermediaries Managers, and leadership teams.
About us
Join us and, as well as making a difference to customers, you'll enjoy a fulfilling career where you're free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities - you'll find them all here.
What you'll need
To thrive in this role, it is crucial that you have a strong background of consistently achieving outstanding outcomes. This entails paying meticulous attention to detail and delivering outstanding outputs that meet the needs of your collaborators, customers, partners, and team members. Furthermore, you'll be relied upon as a key source of information and procedural advice.
Key skills required;
Excellent communication skills
Demonstrates strong organizational and planning abilities, focusing on attention to detail and a dedication to delivering high-quality work.
Demonstrate a skill in influencing partners and contributing to business decision-making.
Self-motivated, with a proactive approach to achieving individual and team objectives.
Comfortable working in a fast-paced environment and balancing multiple priorities.
Any experience of this would be really useful:
Financial account analysis & an understanding of EBITDA
About working for us
You'll enjoy our dedication to your ongoing personal and professional development. We'll help you perform at your best today, so you can fulfil all your potential in the future.
Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture.
We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups.
We're disability confident. So, if you'd like reasonable adjustments to be made to our recruitment processes, just let us know.
We also offer a wide-ranging benefits package, which includes:
A generous pension contribution of up to 15%
An annual performance-related bonus
Share schemes including free shares
Benefits you can adapt to your lifestyle, such as discounted shopping
28 days' holiday, with bank holidays on top
A range of wellbeing initiatives and generous parental leave policies
If you're excited by the thought of becoming part of our team, get in touch.
We'd love to hear from you!
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
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