Logo for Yopa Property

Client Services Advisor / Trainee Mortgage Broker

Yopa Property

Role overview

Qualifications

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

Responsibilities

  • 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

Key facts

Hard skills

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

Other skills

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

About the company

Yopa Property logo

Yopa Property

Real Estate Brokerage

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 details

Company typeScaleup
IndustryReal Estate Brokerage
Company size51 - 200

Links

Website LinkedIn See all jobs

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

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

  • Up to circa £30,000 OTE (per annum)

  • 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 initial probationary period.

  • Wellbeing discounts - across food, retail and travel

  • Generous holiday allowance - to switch off and relax

  • Performance bonus' - to increase earning potential

  • Company socials - to get away from the everyday and celebrate our successes

Good luck!

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Mortgage Loan Officer Related jobs

WorldwideMortgage Loan Officer

Other jobs at Yopa Property

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.