Financial Services Sales Adviser

HAART; Norwich; On-site; GBP 22,000 - 40,000; Full time

Job summary

A financial services provider in Norwich is seeking a proactive Financial Services Sales Adviser to join their team. This role involves client engagement, managing appointments, and supporting lead generation. The ideal candidate will possess strong communication and organisational skills, with a customer-focused attitude. Benefits include annual leave, pension, and professional development opportunities. This position offers an exciting pathway to advance your career within a supportive environment.

Benefits

30 days annual leave

Company pension scheme

Career progression opportunities

Comprehensive training

Employee Assistance Programme

Qualifications

• Proactive, customer-focused approach is essential.
• Experience in financial services or estate agency is desirable.
• Confident telephone manner required.

Responsibilities

• Act as first point of contact for financial services enquiries.
• Book appointments and manage client interactions.
• Use CRM to log interactions and maintain data integrity.

Skills

Strong communication skills

Organisational skills

Attention to detail

Customer-focused attitude

Self-motivated

Tools

CRM systems (e.g., ROSIE)

Job description

Financial Services Sales Adviser

Location: Norwich

Reports to: Divisional Sales Director

Salary: £22,000

On-Target Earnings: £40,000

Working Hours: 4 weekdays 8.30am - 6pm & every Saturday 9am - 5pm

Overview

We are looking for a proactive, organised, and customer-focused Financial Services Sales Adviser to support our Financial Services Team. This is a pivotal role for someone who thrives in a fast‑paced environment, has excellent communication skills, and wants to be part of a supportive and ambitious team.

Key Responsibilities

Client Engagement & Appointment Management

• 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.

Lead Generation & Follow‑Up

• 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.

System & Data Management

• 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.

Team Collaboration

• Work closely with sales, lettings, and mortgage advisors to ensure excellent 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.

Person Specification

Essential Attributes

• 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

Desirable

• Experience in financial services, estate agency, or appointment booking
• Familiarity with FCA guidelines and financial terminology
• Experience using CRM systems such as ROSIE

Benefits Include

• 30 days annual leave (including bank holidays*)
• Company pension scheme
• Career progression opportunities within Spicerhaart Group
• Comprehensive training via the Spicerhaart Learning & Development Centre
• Fully paid hotel stay during training (Colchester)*
• Employee Assistance Programme (24/7 confidential support)
• Eye care contribution*
• Employee referral bonus
• Eligibility for the annual black‑tie Elevate Awards

Join Just Mortgages as a Financial Services Appointment Coordinator and help shape the financial futures of our clients while building your career in a supportive, energetic and rewarding environment.

The finer details

We are currently conducting some interviews using video software. To be eligible to proceed in our recruitment process, you will need:

1. Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006)
2. We’ll need evidence of your right to work in the UK, in the form of:
   • Passport/Birth Certificate

We will also need

1. Proof of Address
2. National Insurance

* Subject to passing probationary period

Armed Forces Covenant

Spicerhaart is a forces‑friendly company offering many Estate Agency roles to those considering leaving the forces.

If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you.

https://www.haart.co.uk/about-us/armed-forces-covenant/

Equal Opportunities

At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.

To All Recruitment Agencies

Just Mortgages does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Just Mortgages employees or any other company location. Just Mortgages is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.

Privacy Policy

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