Flexible-Hours Client Relations Exec – Mortgage & Wealth Support

Trulife Financial Limited; Caerphilly; On-site; GBP 19,000 - 22,000; Part time

Job summary

Trulife Financial Limited in Caerphilly is seeking a friendly, proactive assistant to support clients and advisers from our office. You will contact clients regarding mortgage follow-ups, wealth servicing and insurance matters, arrange appointments and keep clients informed throughout the process.

The role involves maintaining client records, following up outstanding information and liaising with advisers to connect clients with mortgage, wealth and protection services.

Qualifications

• Friendly, confident, professional telephone manner.
• Strong communication, organisational skills and attention to detail.
• Ability to discuss mortgages, wealth servicing and insurance matters with clients.

Responsibilities

• Build and maintain positive client relationships.
• Follow up on mortgage enquiries, applications and outstanding requirements.
• Support advisers with mortgage follow-up calls and client communications.
• Contact wealth clients regarding servicing, reviews, appointments and information.
• Assist with queries for insurance clients and follow-ups.
• Handle telephone and email enquiries professionally.
• Arrange client reviews and appointments with advisers.
• Coordinate appointments and adviser diaries; send reminders.

Skills

Telephone manner

Communication skills

Organisational skills

Attention to detail

Email proficiency

Task prioritisation

Independent worker

Team player

Job description

Trulife Financial Limited in Caerphilly is seeking a friendly, proactive assistant to support clients and advisers from our office. You will contact clients regarding mortgage follow-ups, wealth servicing and insurance matters, arrange appointments and keep clients informed throughout the process.

The role involves maintaining client records, following up outstanding information and liaising with advisers to connect clients with mortgage, wealth and protection services.