Offer summary

Qualifications:

Proven experience in a client-facing role, preferably in financial services or sales., Excellent verbal and written communication skills., Strong organizational skills with attention to detail., Ambition to build a long-term career in financial services, with a pathway to becoming a Mortgage Broker..

Key responsabilities:

Serve as the first point of contact for clients, addressing inquiries and providing exceptional service.

Build relationships with clients to secure financial services appointments and identify product opportunities.

Manage and schedule appointments for clients in collaboration with brokers.

Handle administrative tasks including document management and maintaining accurate client records.

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 identify 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 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