Trainee Mortgage Broker: Client Services Pro(Hybrid+Training)

YOPA Property Limited; Ealing; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm in England is seeking a proactive Client Services Advisor to guide clients through their financial journeys. This role involves client support, sales development, and administration, emphasizing customer service excellence and career progression. Ideal candidates are organized, sales-driven, and communicative with ideally experience in client-facing roles. The position offers a structured development program and hybrid working options.

Benefits

Dedicated training and development

Service discounts for family and friends

Sickness and mental health support

Refer-a-friends bonus scheme

Wellbeing discounts across food, retail, and travel

Generous holiday allowance

Performance bonus to increase earning potential

Company socials

Qualifications

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

Responsibilities

• Act as the first point of contact for client enquiries.
• Deliver exceptional service across every touchpoint.
• Build relationships with clients using sales skills.
• Coordinate and manage appointments for the broker team.
• Maintain up-to-date client records in line with FCA compliance.

Skills

Customer Focus

Excellent Communication

Organised & Detail-Oriented

Sales-Driven

Career-Minded

Job description

A leading financial services firm in England is seeking a proactive Client Services Advisor to guide clients through their financial journeys. This role involves client support, sales development, and administration, emphasizing customer service excellence and career progression. Ideal candidates are organized, sales-driven, and communicative with ideally experience in client-facing roles. The position offers a structured development program and hybrid working options.