Financial Services Advisor: Client Engagement & Growth

Spicerhaart Group Ltd.; Crewe; Presencial; GBP 22.000 - 40.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

30 days leave

Company pension

Career progression

Training program

Hotel stay during training

EAP (24/7 confidential support)

Eye care contribution

Referral bonus

Elevate Awards access

Descripción de la vacante

Spicerhaart Group Ltd. in Crewe is seeking a proactive Financial Services Sales Advisor to support our Financial Services Team. You will be the first point of contact for financial services enquiries, book appointments with in-house mortgage advisers, and manage leads with urgency and professionalism.

The role offers a base salary of £22,000 with an on-target earnings of £40,000, plus a comprehensive benefits package and training. The work pattern includes weekdays and Saturdays with a lieu day.

Formación

• Strong communication and organisational skills.
• Friendly and confident telephone manner.
• Excellent attention to detail and data accuracy.
• Self-motivated with a proactive approach to task management.
• Professional and customer-focused attitude.
• Ability to prioritise workload and meet targets.

Responsabilidades

• Be the first point of contact for all financial services enquiries via phone, email, and in person.
• Book financial services appointments efficiently with in-house mortgage advisers and ensure accurate diary coordination.
• Communicate clearly and professionally with clients to explain the benefits of our financial services offering.
• Manage and respond to all leads from internal systems, portals, and referrals with urgency and professionalism.
• Actively prospect for financial services opportunities from ROSIE.
• Engage regularly with clients who are at various stages of the buying or selling journey to offer relevant financial services support.
• Follow up on all appointments with Adviser, maintain client contact records, and ensure continued customer engagement through the booking process.
• Use the ROSIE system and other CRM tools to log all interactions and appointment data accurately.
• Maintain up-to-date records to ensure regulatory and operational compliance.
• Monitor appointment pipelines and support the Financial Services Manager in achieving KPIs.
• Work closely with sales, lettings, and mortgage advisors to ensure cross-departmental communication and handovers.
• Contribute to weekly meetings with updates on appointment volumes and lead status.
• Support marketing and local campaigns aimed at increasing financial services penetration.

Descripción del empleo

Spicerhaart Group Ltd. in Crewe is seeking a proactive Financial Services Sales Advisor to support our Financial Services Team. You will be the first point of contact for financial services enquiries, book appointments with in-house mortgage advisers, and manage leads with urgency and professionalism.

The role offers a base salary of £22,000 with an on-target earnings of £40,000, plus a comprehensive benefits package and training. The work pattern includes weekdays and Saturdays with a lieu day.