Trainee Mortgage & Protection Advisor (Scout Financial Services) Business Development · · Hybri[...]

YOPA Property Limited; Hinckley; Hybrid; GBP 24,000 - 38,000; Full time

Job summary

An established industry player is seeking a proactive Client Services Advisor to join their dynamic team. This role offers a unique opportunity to embark on a rewarding career in financial services, guiding clients through their financial journeys while providing exceptional support. With a structured 18-month development program, you will gain comprehensive exposure to the industry and a clear pathway to becoming a qualified Mortgage Broker. If you are passionate about customer service and eager to build a long-term career, this position is perfect for you. Join a supportive environment that values your growth and success.

Benefits

Dedicated training and development

Service discounts

Sickness & mental health support

Refer-a-friends bonus scheme

Generous holiday allowance

Performance bonuses

Company socials

Qualifications

• Experience in client-facing roles, ideally in financial services or sales.
• Strong communication skills and a passion for customer service.

Responsibilities

• Serve as the first point of contact for clients, addressing inquiries.
• Manage and schedule appointments for clients with brokers.

Skills

Customer Service

Communication Skills

Sales Skills

Organizational Skills

Attention to Detail

Ambition

Education

CeMAP Qualification

Job description

Location: Hinckley, Leicestershire

Hours of Work – 40hrs/week – Monday - Friday (Hybrid or Remote)

Salary - £24k (OTE circa £38K)

We are looking for a proactive and customer-centric Client Services Advisor to become a vital part of our growing team with an ambition to develop into a Mortgage Broker.

This position offers an exceptional opportunity for individuals who are passionate about building a successful career in financial services. In this role, you will be instrumental in guiding our clients through their financial journey, providing essential support every step of the way.

To help you advance in your career, we offer an 18-month* structured development programme, providing comprehensive exposure to all facets of financial services with a clear pathway to becoming a Mortgage Broker upon completion.

The Role

• Client Support: Serve as the first point of contact for clients, addressing inquiries, and providing exceptional service.
• Sales Development: Using your skills and experiences in sales, build robust relationships with Yopa Estate Agency clients, securing financial services appointments and identifying opportunities to introduce clients to our range of products and services, supporting the growth of our business.
• Appointment Setting: Manage and schedule appointments for clients in partnership with our team of brokers.
• Administration: Handle administrative tasks efficiently, including document management, data entry, and maintaining accurate client records to ensure cases are completed efficiently and in line with FCA regulations.
• Career Progression: Participate in our structured 18-month* development programme, designed to equip you with the skills and knowledge needed to transition into a fully qualified mortgage broker role, including the completion of the CeMAP qualification.

About You

• Customer-Oriented: A passion for delivering outstanding customer service and a positive client experience.
• Communication Skills: Excellent verbal and written communication skills across all stakeholders.
• Attention to Detail: Strong organizational skills with the ability to manage multiple tasks efficiently and on time.
• Sales Talent: A natural ability to identify opportunities and drive contributions to business growth.
• Ambition: A desire to build a long-term career with a clear pathway to becoming a Mortgage Broker if hitting the desired metrics.
• Experience: Previous experience in a client-facing role, ideally within financial services or sales, is desirable.

Life at Scout

• Dedicated training and development on your Mortgage broker journey.
• Service discounts - for you, your family, and friends!
• Sickness & mental health support - to provide you with peace of mind.
• Refer-a-friends bonus scheme - if you recommend us as a place to work.
• Hybrid working - to support flexibility after the initial probationary period.
• Wellbeing discounts - across food, retail, and travel.
• Generous holiday allowance - to switch off and relax.
• Performance bonuses - to increase earning potential.
• Company socials - to get away from the everyday and celebrate our successes.

Good luck!