Client Services Advisor / Trainee Mortgage Broker

YOPA; Hinckley; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company is seeking a proactive Client Services Advisor to guide clients through their financial journey. The ideal candidate will deliver exceptional service, handle client enquiries, and coordinate appointments. This position offers a structured development programme and support for obtaining the CeMAP qualification.

Qualifications

• Proactive and customer-centric approach towards clients.

Responsibilities

• Act as the first point of contact for client enquiries.
• Deliver exceptional service and a positive experience.
• Coordinate and manage appointments for our broker team.

Skills

Customer service

Sales skills

Job description

We are looking for a proactive and customer-centric Client Services Advisor to become a vital part of our growing team.

This position offers an exceptional opportunity for individuals who are passionate about building a successful career in financial services. In this role, you will be instrumental in guiding our clients through their financial journey, providing essential support every step of the way.

• ?? Key Responsibilities
• ????? Client Support
• Act as the first point of contact for client enquiries
• Deliver exceptional service and a positive experience across every touchpoint
• ?? Sales Development
• Use your sales skills to build relationships with Yopa clients
• Book financial services appointments and introduce relevant products and services
• ?? Appointment Scheduling
• Coordinate and manage appointments for our broker team
• Ensure seamless client handovers and diary accuracy
• ??? Administration
• Maintain up-to-date client records and process documentation
• Support case completion in line with FCA compliance standards

Career Progression

• Join our structured 18-month
• development programme
• Complete your CeMAP qualification, with full support from our team

Transition int...