Financial Services Sales Advisor

Just Mortgages; Crewe; On-site; GBP 24,000 - 32,000; Full time

Job summary

Just Mortgages in the United Kingdom is seeking a proactive Financial Services Sales Advisor to support appointment booking and lead management. You will engage clients face-to-face, via phone, and via email, coordinating with mortgage advisers and maintaining accurate diary schedules.

Responsibilities include filing client records, following up on leads, and contributing to cross-departmental collaboration to grow financial services penetration.

Qualifications

• 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.

Responsibilities

• Be the first point of contact for financial services enquiries via phone, email, and in person.
• Book financial services appointments with in-house mortgage advisers and coordinate diaries.
• Explain benefits of financial services offerings clearly and professionally.
• Manage and respond to leads with urgency and accuracy.
• Log all interactions and appointment data in ROSIE and other CRM tools.
• Support KPI delivery and coordination with the Financial Services Manager.

Skills

Strong communication

Organisational skills

Telephone manner

Attention to detail

Proactive workload management

Customer-focused

Tools

ROSIE CRM

Job description

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.
• 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, 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.

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

We are looking for a proactive, organised, and customer-focused Financial Services Sales Advisor 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.

Desired Skills

• 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

• Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: https://www.spicerhaart.co.uk/about-us/our-people/staff-privacy-policy