Client Services Advisor / Trainee Mortgage Broker

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 int…