Broka
Relationship Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Broka is a real-time loan sourcing and business management platform designed for brokers handling bridging, & development cases. It combines powerful search capabilities with practical case management tools, helping brokers identify active lenders, manage every enquiry, and keep stakeholders informed from a single interface. By centralizing sourcing, case management, and communication, Broka enables faster workflows, reduced administration, stronger compliance support, and new revenue opportunities. Lenders use Broka to publish criteria, receive better-matched cases, and gain clear visibility at the point of broker decision, resulting in more suitable cases and cleaner data from first contact to completion. Joining Broka means contributing to a more efficient, better connected brokerage ecosystem and helping lenders engage with live cases in a consistent, streamlined way.
Role Description
As a Relationship Manager at Broka, you will build and maintain strong relationships with brokers and lenders, ensuring they gain maximum value from the platform. On a day-to-day basis, you will onboard new users, provide product demonstrations, and support them in using Broka’s sourcing and case management features effectively. You will monitor active cases, follow up on enquiries, and proactively address issues or opportunities to improve broker and lender engagement. The role includes gathering feedback to inform product and process improvements, preparing simple reports on client activity, and coordinating with internal teams to resolve operational or technical concerns. This is a full-time, hybrid role based in Allerton Bywater, with a mix of on-site collaboration and some work-from-home flexibility.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Qualifications
- Proven experience in relationship management, account management, or client success, ideally within financial services, lending, or brokerage environments.
- Strong communication and interpersonal skills, with the ability to build trust, manage expectations, and explain technical concepts in clear, practical language.
- Comfort with digital platforms, CRM or case management tools, and basic data analysis to track activity, identify trends, and report on performance.
- Organized and detail-oriented, with the ability to manage multiple client relationships and cases simultaneously while meeting deadlines.
- Collaborative approach, able to work closely with product, operations, and support teams, and adapt in a fast-paced, evolving business.
- Understanding of bridging, development, or equity finance, or a strong interest in learning about specialist lending markets.
- Ability to work in a hybrid pattern from Allerton Bywater, combining in-person meetings with effective remote communication.
- Relevant education or training in business, finance, or a related field is beneficial but not mandatory; equivalent experience is valued.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Salary
£30-40k subject to experience
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location