Job Description

Job Summary

As part of BDD Financial Services' continued growth in the financial services market, an exciting new position as a Broker Support Officer has arisen.

This role will underpin the delivery of accurate, comprehensive financial reports, forecasting and business planning services given to clients by the directors, brokers and managers, ensuring the company maintains its excellent level of service.

The role will suit an experienced administrator with some experience of working in the financial services environment, who has strong organisation and attention to detail skills, seeking to progress into a support role.

This is a full time position, based out of our offices in East Tilbury, working 35 hours per week, Monday to Friday.

The successful candidate will report to the Operations Director to deliver high quality service through robust, accurate and timely administrative activities.

Key Responsibilities

Deliver an efficient, friendly, and professional service for all clients, providers and visitors. Maintain regular client contact, answer and initiate calls and take initiative to deal with client enquiries. Liaise with clients, banks, professional advisors, business partners and others as required. Assist with the preparation of cashflow forecasts and financial models. Manage a control diary on behalf of clients, liaising with finance teams, accountants and finance providers to ensure all information is processed accurately and within agreed timescales. Prepare and assist with compliance reports to support client applications and ensure regulatory compliance is maintained. Liaise with providers to obtain client plan information; set up and provide assistance with plans and proposals on behalf of the management team. Assist with and attend meetings and events as required Ensure processes and workflows / tasks are followed in-line with company and regulatory standards Maintain and update industry and brand databases, policy & procedure documents.

Experience

Administrative / office experience: 2 years minimum (required) A good knowledge of Microsoft & Google Drive software: 2 years (required) A good knowledge of Microsoft Excel / Google Sheets is preferred Experience in understanding financial accounts would be advantageous (but not essential) Minimum of grade C or equivalent in Maths and English Strong administration skills paired with high levels of attention to detail. Excellent verbal and written communication skills Flexibility and willingness to undertake a variety of tasks and responsibilities. An ability to prioritise workload and meet deadlines Takes personal responsibility for consistently delivering high quality work.
Job Type: Full-time

Pay: 24,500.00-27,000.00 per year

Benefits:

Company pension On-site gym On-site parking Private medical insurance
Education:

GCSE or equivalent (required)
Experience:

Microsoft Office or Google Drive: 2 years (required) Office / Administrative: 2 years (required)
Work Location: In person

Expected start date: 12/01/2026