Client Services Advisor

Spicerhaart Group Ltd.; Colchester; On-site; GBP 35,000; Full time

Job summary

A leading mortgage company is seeking a Client Services Advisor to manage leads and facilitate mortgage appointments. This role emphasizes outstanding customer service and requires strong communication skills. Candidates must be enthusiastic about learning and possess legal entitlement to live and work in the UK. The company supports equal opportunities and encourages all applicants to apply.

Qualifications

• Demonstrable track record of success in customer service.
• A reputation for delivering outstanding customer service.
• Legal entitlement to live and work in the UK.

Responsibilities

• Make contact with all leads to arrange mortgage appointments.
• Ensure appointments are confirmed and booked using the system.
• Develop and maintain relationships with advisors and management.

Skills

Customer service knowledge

Communication skills

Relationship management

Enthusiasm to learn

Job description

Overview

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)

• 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 Team know 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: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs 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.

Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: https://www.spicerhaart.co.uk/about-us/our-people/staff-privacy-policy/