"I think there’s still a lingering suspicion amongst brokers that specialist lending is too complicated and not for them."
In our new series exploring the life of BDMs, we spoke to Charlotte Parker, business development manager at Precise, about how brokers can best contact her and why specialist lending is not as difficult as advisers might think.
FR: What area do you cover?
I look after brokers in the Guildford, Kingston upon Thames, Portsmouth, Reading, Southampton, South West London, Sutton and Twickenham postcode areas.
FR: If you had one ‘top tip’ for life as a BDM, what would it be?
As a BDM you’ve got to be organised, proactive and available. It’s essential you’ve got your diary in order so you can stay on top of things.
On a more mundane level, knowing never to have a drink if you’ve got a long drive ahead and don’t know where the nearest toilets are!
FR: How do you pass the time on the road - books, podcasts, audiobooks?
I sing in a musical theatre choir and I love listening and singing along to the songs from The Greatest Showman film. My little girl loves the film too and we can often be spotted singing along at the tops of our voices.
FR: What’s one thing you wish all brokers knew?
I think there’s still a lingering suspicion amongst brokers that specialist lending is too complicated and not for them. I wish they knew that specialist lending is not as difficult as they might think. Part of my job is opening their minds to a different way of thinking and helping them to see that specialist lending can offer solutions to a wide range of situations and open the door to new business.
FR: A quick email on Monday or a phone call in the afternoons - how can brokers contact you?
Definitely a quick email on a Monday morning. I’ve finished everything off from the week before and am starting the week off fresh. Even if I’m busy, I have a great BDM support team in place that will pick these up, making sure you get the answer to your query as quickly as possible.
FR: And lastly - what’s your favourite place to stop for a coffee when you’re between meetings?
It’s always at a Starbucks and usually at either Winchester or Fleet services as they’re both close to home.