Client Services Advisor

Just Mortgages; Colchester; On-site; GBP 29,000 - GBP 35,000; Full time

Job summary

A financial services company in Colchester is looking for a Client Services Advisor to manage leads and arrange mortgage appointments. This role requires excellent customer service skills and a passion for continuous learning in the Financial Services sector. Successful candidates will demonstrate strong communication abilities and a proven track record in customer service. Opportunities for personal and professional growth are available, as well as rewards for dedication and hard work.

Qualifications

• Demonstrable track record of success and knowledge within customer service.
• Passionate about company values and processes.
• A hunger to earn and a drive to work hard.

Responsibilities

• Make contact with all leads to arrange appointments.
• Ensure appointments are confirmed with customers.
• Maximise opportunities for mortgage appointments.

Skills

Customer service experience

Enthusiasm to learn

Confident communication

Job description

Position: Client Services Advisor

Company: Just Mortgages

Reports to: Financial Services Director

OTE: £35,000

A day in the life of a Lead Generator

• Make contact with all leads provided with a view to arranging an appointment with a mortgage and protection advisor.
• Ensure all appointments are confirmed with the customer and mortgage advisor using the pre confirmation process.
• Ensure all appointments are booked using the outlook diary system for the appropriate Mortgage Adviser or New Build Specialist.
• Maximise all opportunities for mortgage appointments from the leads provided.
• Ensure the development and maintenance of excellent adviser and management team relationships.
• Work as part of the Client Services Team to assist the Operations Manager in development of new projects and working relationships.
• Develop and maintain a good level of mortgage knowledge.
• Regular use of your 1-31 system to keep in regular contact with customers at all times.
• Focus efforts and actions on achieving mutually agreed business targets.
• Identify remortgaging needs for our clients.

Responsibilities

• Make contact with all leads provided with a view to arranging an appointment with a mortgage and protection advisor.
• Ensure all appointments are confirmed with the customer and mortgage advisor using the pre confirmation process.
• Ensure all appointments are booked using the outlook diary system for the appropriate Mortgage Adviser or New Build Specialist.
• Maximise all opportunities for mortgage appointments from the leads provided.
• Ensure the development and maintenance of excellent adviser and management team relationships.
• Work as part of the Client Services Team to assist the Operations Manager in development of new projects and working relationships.
• Develop and maintain a good level of mortgage knowledge.
• Regular use of your 1-31 system to keep in regular contact with customers at all times.
• Focus efforts and actions on achieving mutually agreed business targets.
• Identify remortgaging needs for our clients.

Qualifications

• Demonstrable track record of success and knowledge within customer service.
• Enthusiasm to learn and continuously develop your knowledge and skills to drive your career within the Financial Services industry.
• Passionate about Just Mortgages, our values and processes.
• A hunger to earn. A drive to work hard and reap the rewards from your dedication.
• Confident communication and ability to identify remortgaging needs for our clients.

The finer details

• Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006).
• We’ll need evidence of your right to work in the UK, in the form of:
• Passport/Birth Certificate
• Proof of Address
• National Insurance