Hybrid: Trainee Mortgage Broker & Client Services Pro (CeMAP)

YOPA; United Kingdom; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services company in the UK is seeking a proactive Client Services Advisor to provide exceptional client support and drive sales. This role offers a structured development program and opportunities to transition into a qualified Mortgage Broker position. Candidates with a customer-focused mindset and strong communication skills will thrive in this role. The position includes hybrid working options and generous employee benefits.

Benefits

Dedicated training and development

Service discounts

Mental health support

Refer-a-friends bonus scheme

Hybrid working

Wellbeing discounts

Generous holiday allowance

Performance bonus

Company socials

Qualifications

• Previous client-facing experience, ideally in sales or financial services, is desirable but not essential.

Responsibilities

• Act as the first point of contact for client inquiries.
• Deliver exceptional service across every touchpoint.
• Schedule and manage broker appointments.
• Maintain up-to-date client records and process documentation.

Skills

Customer-Focused

Excellent Communicator

Organised & Detail-Oriented

Sales-Driven

Career-Minded

Job description

A leading financial services company in the UK is seeking a proactive Client Services Advisor to provide exceptional client support and drive sales. This role offers a structured development program and opportunities to transition into a qualified Mortgage Broker position. Candidates with a customer-focused mindset and strong communication skills will thrive in this role. The position includes hybrid working options and generous employee benefits.