Customer Service Adviser

Connells Group; Milton Keynes; On-site; GBP 28,000 - 30,000; Full time

Job summary

A leading estate agency network in Milton Keynes is seeking a full-time customer service professional to engage clients for mortgage review appointments. The role involves delivering exceptional service and supporting career progression towards mortgage advice qualifications. The company offers generous benefits, extensive training, and opportunities for personal development within the financial services sector.

Benefits

Generous staff referral bonus scheme

Death-in-service cover

Modern air-conditioned offices

24-hour Wellbeing Employee Assistance programme

Qualifications

• Minimum 12 months experience in telephone-based customer service or sales environment.
• Determination to exceed expectations and a professional manner.

Responsibilities

• Re-engage Lifetime customers for mortgage review appointments.
• Maintain strong working relationships with Mortgage Adviser teams.
• Deliver high levels of customer service and professionalism.

Skills

Telephone-based customer service experience

Interpersonal skills

Organizational skills

Microsoft Office proficiency

Sales experience

Job description

Re‑engaging and preparing our Lifetime customers for their mortgage review appointment with our Mortgage Advisers. Delivering the highest level of customer service and professionalism, taking ownership of their appointment and application journey, and maintaining strong working relationships with the Mortgage Adviser teams.

Req‑d knowledge, skills and qualifications: Target minimum 12 months experience in telephone‑based customer service or sales environment (desirable). Rewards: Competitive basic salary with a realistic on‑target earnings of £28,000 – £30,000. Role progression offers opportunities to join our Mortgage Academy based on in‑role performance and application. Sponsorship for CF1 & CF6 or a CeMAP‑equivalent professional qualification is required to become a Mortgage Adviser.

Responsibilities

• Working hours: Monday to Friday 9:00 am – 5:30 pm.
• All roles are telephone‑based; you will be articulate and engaging.
• Maintain high motivation, discipline, organisational skills and attention to detail.
• Bring a strong track record in customer sales and service; demonstrate a positive, highly professional manner.
• Possess mortgage industry experience (preferable but not essential).
• Exceed a first‑class customer experience and meet all performance standards.
• Exhibit excellent interpersonal skills, outstanding communication and listening skills, and the ability to explain complex information simply.
• Accurately record and assess information during live contact environments.
• Be numerate, literate, and highly accurate.
• Be a competent Microsoft Office user (Excel, Word, Outlook) and quickly adapt to new software packages and online processes.
• Demonstrate determination to meet and exceed all expectations.

Company & Role Details

Connells Group is the largest and most successful estate agency network in the UK. Our Customer Services roles in Milton Keynes support our "lifetime service"; contacting customers and arranging mortgage review appointments is the critical first step in our service proposition, giving successful applicants a solid foundation for a career in mortgage and financial services.

You will learn the mortgage journey, terminology and work closely with Mortgage Advisers. If ambitious and proven capable, you will receive training towards mortgage advice qualifications to develop your career with us.

This is a permanent full‑time role with an extensive induction and an ongoing training, support and development programme. You’ll receive 25 days paid holiday plus Bank Holidays, a contributory workplace pension, and the opportunity for progression, promotion and personal development in an expanding business.

Benefits

• Generous staff referral bonus scheme.
• Death-in-service cover.
• Modern air‑conditioned offices in Milton Keynes with free onsite parking.
• 24‑hour Wellbeing Employee Assistance programme.