Client Services Advisor

Just Mortgages; Colchester; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading financial services company is seeking a Client Services Advisor to assist in the management of client appointments and foster excellent relationships within the team. This role focuses on maximizing opportunities within mortgage services, ensuring exceptional customer engagement, and achieving business targets in a supportive environment. Ideal candidates will have a strong background in customer service, a passion for financial services, and a drive to succeed.

Qualifications

• Demonstrable track record of success in customer service.
• Confident communication skills for identifying client needs.

Responsibilities

• Engage with leads to arrange appointments with mortgage advisors.
• Ensure bookings and confirmations are handled effectively.
• Develop and maintain relationships with clients and the advisor team.

Skills

Customer service

Communication

Enthusiasm to learn

Single point of contact

Job description

Our Values

Position: Client Services Advisor

Company: Just Mortgages

Reports to: Financial Services Director

OTE: £35,000

A day in the life of a Lead Generator

• Make contact with all leads provided with a view to arranging an appointment with a mortgage and protection advisor.
• Ensure all appointments are confirmed with the customer and mortgage advisor using the pre confirmation process.
• Ensure all appointments are booked using the outlook diary system for the appropriate Mortgage Adviser or New Build Specialist.
• Maximise all opportunities for mortgage appointments from the leads provided
• Ensure the development and maintenance of excellent adviser and management team relationships
• Work as part of the Client Services Team to assist the Operations Manager in development of new projects and working relationships.
• Develop and maintain a good level of mortgage knowledge.
• Regular use of your 1-31 system to keep in regular contact with customers at all times.
• Focus efforts and actions on achieving mutually agreed business targets.

• What you need to bring to the table
• Demonstrable track record of success and knowledge within customer service
• A reputation for delivering outstanding customer service
• Enthusiasm to learn and continuously develop your knowledge and skills to drive your career within the Financial Services industry
• Passionate about Just Mortgages, our values and processes
• A hunger to earn. A drive to work hard and reap the rewards from your dedication
• As a Client Services Adviser, we would expect you to; be able to communicate confidently and identify remortgaging needs for our clients

The finer details

To be eligible to proceed in our recruitment process, you will need:

Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006)

We’ll need evidence of your right to work in the UK, in the form of:

• Passport/Birth Certificate

We will also need

Proof of Address

National Insurance

Equal Opportunities:At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

If you have a disability or special need that requires accommodation, please let our Talent Teamknow and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.

To All Recruitment Agencies:Spicerhaartdoes not accept speculative agency CVs. Please do not forwardCVs to the Talent Team, Spicerhaart employees or any other company location.Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.

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