Client Services Advisor / Trainee Mortgage Broker

YOPA; United Kingdom; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading company in financial services is seeking a Client Services Advisor / Trainee Mortgage Broker to enhance customer interaction and provide essential support on journey through financial processes. The role offers career progression including a structured development programme and the chance to earn a CeMAP qualification, with added benefits including hybrid working and bonuses.

Benefits

Dedicated training and development

Service discounts for family and friends

Sickness & mental health support

Refer-a-friends bonus scheme

Wellbeing discounts across various sectors

Generous holiday allowance

Performance bonuses

Company socials

Qualifications

• Previous client-facing experience in sales or financial services is desirable.
• Strong written and verbal communication skills.
• Ability to manage time and tasks with precision.

Responsibilities

• Act as the first point of contact for client enquiries.
• Use sales skills to build relationships with clients and book appointments.
• Maintain up-to-date client records and support case completion.

Skills

Customer-Focused

Excellent Communicator

Organised & Detail-Oriented

Sales-Driven

Job description

Client Services Advisor / Trainee Mortgage Broker

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 into a qualified Mortgage Broker role upon successful completion*

About You

️ Customer-Focused – You take pride in providing great service
️ Excellent Communicator – Strong written and verbal skills
️ Organised & Detail-Oriented – You manage your time and tasks with precision
️ Sales-Driven – You spot opportunities and contribute to business growth
️ Career-Minded – You’re motivated by progression and long-term success
Experience: Previous client-facing experience, ideally in sales or financial services, is desirable – but not essential
Life at Scout

• Dedicated training and development on your Mortgage broker journey
• Service discounts - for you your family and friends!
• Sickness & mental health support - to provide you with peace of mind
• Refer-a-friends bonus scheme - if you recommend us as a place to work
• Hybrid working - to support flexibility after initial probationary period.
• Wellbeing discounts - across food, retail and travel
• Generous holiday allowance - to switch off and relax
• Performance bonus' - to increase earning potential
• Company socials - to get away from the everyday and celebrate our successes

Good luck!

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