Key Facts

Remote From:

Anywhere

Category: Mortgage Loan Officer

Internships

Junior (1-2 years)

English

Hard Skills

Client Services Company Administration Federal Financial Institutions Examination Council (FFIEC) Compliance Career Development

Other Skills

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Sales Acumen
•
Customer Service
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Communication
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Organizational Skills
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Detail Oriented
•
Sales

Roles & Responsibilities

Previous client-facing experience, ideally in sales or financial services
Customer-Focused
Excellent Communicator
Organised and Detail-Oriented

Requirements:

Act as the first point of contact for client enquiries
Use your sales skills to build relationships with clients
Coordinate and manage appointments for the broker team
Maintain up-to-date client records and process documentation

Yopa Property

Proptech: Property + Technology

About Yopa Property

Yopa is an award-winning estate agency that provides a full service for a fair fixed fee. We’re backed by some of the biggest names in the property industry, and since our establishment in 2015, we’ve become one of the largest estate agencies in the UK. Our customers get the same end-to-end service they would from a high street agency, with the added benefit of simple, useful technology that helps them see every step of their sale as it happens. Our service includes dedicated local estate agents, evening and weekend opening hours, help with everything from mortgages to conveyancing. Helping customers have a smooth move during a potentially stressful life event is at the centre of everything we do. That’s why we’re looking for passionate people, from estate agents to customer care specialists, programmers to property experts, to help us make the world of estate agency a better place. Working with Yopa Our estate agents have complete control over their own diaries, working when and how they want, making it easy to fit work around family life and other commitments. As an agent you’ll own your business and be in charge of your own postcodes, but you’ll never be alone thanks to support from the Yopa team and regular meetings with other agents in your region. There’s no earning cap either, so your potential for success is unlimited. Our non-agent/office-based roles offer the opportunity for growth and development at every level, whether you work in customer service, property advice, product development, marketing, or in another of our specialist departments. We’re passionate about helping you be the best in your role, from providing ongoing training to running a company-wide reward and recognition programme. We’ve been proud of our positive work culture from day one, and in 2017 Yopa was named one of LinkedIn’s top startup companies to work for. If you’re looking for your next opportunity with a young and ambitious company, we’d love to chat. Get in touch today!

Company type: Scaleup

Industry: Proptech: Property + Technology

Founded: 2018

Company size: 51 - 200

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Job description

We are looking for a proactive and customer-centric Client Services Advisor to become a vital part of our growing team.

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.

🔑 Key Responsibilities

🧑‍💼 Client Support

Act as the first point of contact for client enquiries
Deliver exceptional service and a positive experience across every touchpoint

📊 Sales Development

Use your sales skills to build relationships with Yopa clients
Book financial services appointments and introduce relevant products and services

📅 Appointment Scheduling

Coordinate and manage appointments for our broker team
Ensure seamless client handovers and diary accuracy

🗂️ Administration

Maintain up-to-date client records and process documentation
Support case completion in line with FCA compliance standards

🎓 Career Progression

Join our structured 18-month* development programme
Complete your CeMAP qualification, with full support from our team
Transition into a qualified Mortgage Broker role upon successful completion*

👤 About You

✔️ Customer-Focused – You take pride in providing great service
✔️ Excellent Communicator – Strong written and verbal skills
✔️ Organised & Detail-Oriented – You manage your time and tasks with precision
✔️ Sales-Driven – You spot opportunities and contribute to business growth
✔️ Career-Minded – You’re motivated by progression and long-term success
✨ Experience: Previous client-facing experience, ideally in sales or financial services, is desirable – but not essential

Life at Scout