Client Services Consultant

CareerStone; England; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm in the UK seeks a Mortgage Services Consultant to assist clients with mortgage services, ensuring a friendly and professional experience. The ideal candidate will have at least 1 year of customer service experience, preferably in mortgages or financial services. Key highlights include bespoke training, generous bonuses, and a supportive hybrid work environment. If you're confident on the phone and motivated by targets, this is an excellent opportunity to join a dynamic and diverse team.

Benefits

Generous Quarterly Bonus

Generous Holiday entitlement

Company pension scheme

All expenses paid incentives including Summer / Christmas Parties

Qualifications

• At least 1 year of customer service experience, ideally in mortgages or financial services.
• Confident on the phone with strong communication skills.
• Motivated by targets and comfortable working efficiently.

Responsibilities

• Speak with existing clients, explaining services such as conveyancing and insurance.
• Guide clients, outline timelines and costs, and book appointments with specialist teams.
• Ensure every client receives a friendly, professional experience.

Skills

Customer service experience

Strong communication skills

Service-driven

Microsoft Office skills

Ability to build rapport

Job description

Seeking an ambitious Mortgage Services Consultant for a market leading Financial Services Brokerage - Genuine Long Term Prospects and Fantastic Working Environment. Base salary + generous bonus scheme.

Our client is leading Advisory business that offers expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection and financial planning. With a friendly and successful environment, they are looking to welcome a new Mortgage Services Consultant into the team - Please read below and Click Apply if you feel you have the necessary experience.

The Role

You’ll speak with existing clients, explaining services such as conveyancing, surveys, insurance and home-mover support. Your job is to guide them, outline timelines and costs, and book appointments with specialist teams (internal and third-party).

No prospecting or cold-calling is required.

You’ll liaise with advisers, organise diaries, log appointments, and ensure every client receives a friendly, professional experience.

The Person

You’ll have at least 1 year of customer service experience, ideally in mortgages, protection, or another regulated financial services environment.

You should be :

• Confident on the phone with strong communication skills
• Service-driven, personable, and able to build rapport
• Motivated by targets and comfortable working efficiently
• Keen to upskill, contribute to team improvements, and deliver excellent client outcomes
• Good Microsoft Office skills are required. Full training on services and objection handling will be provided.

Highlights for the Successful Mortgage Administrator / Paraplanner

• Bespoke training plan in order to develop you into a fully fledged adviser if that's your chosen route
• Generous Quarterly Bonus
• Generous Holiday entitlement
• Hybrid Working
• Company pension scheme and full corporate benefits
• All expenses paid incentives including Summer / Christmas Parties
• Fantastic team ethic- You will be welcomed into a dynamic, diverse and friendly team from day one

If you feel like this could be a good fit and would like to find out more, please Apply Today!