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For Companies At a Glance
- Tasks: Assist customers with account payments and resolve payment issues.
- Company: More2Life is a leading UK lifetime mortgage lender, helping over 1000 people monthly since 2008.
- Benefits: Enjoy 23 days holiday, a great pension, well-being days, and a rewarding referral scheme.
- Why this job: Join a supportive team focused on customer satisfaction and personal growth in a thriving industry.
- Qualifications: Experience in finance or customer service is preferred; strong communication skills are essential.
- Other info: Embrace a culture of integrity, ambition, and expertise while making a real impact.
The predicted salary is between 36000 - 60000 £ per year.
More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK. We are looking for Finance Agents to join our expanding team, to assist customers who wish to make payments to their accounts.
What's in it for you?
- 23 days holiday, plus bank holidays. Rising to 28 based on length of service
- Additional holiday purchase scheme
- 1 charity day
- 1 well-being day
- Great pension! 5% Employee, 8% Employer
- Simply Health cashback plan
- Life Assurance - x4 salary
- Rewarding Staff Referral Scheme
- Long Service Award
- Enhanced Maternity & Paternity Pay
Core Responsibilities:
- Act with integrity, due skill, care, and diligence in all dealings with customers and 3rd parties
- Pro-active customer contact to discuss payments, early repayment charges, interest and repayment of the loan by telephone and/or in writing.
- Work individually and as part of the team to reach satisfactory customer outcomes.
- Reconciling funds received in the bank, exceptions and the servicing of the funds on the accounts.
- Adherence to risk and compliance frameworks to ensure that we conform with our legal and regulatory requirements.
- Liaise with other departments within the Company to ensure optimum service for the customer and to minimise risk for the Company.
- Resolving or escalating payments issues on a timely basis
- Develop close working relationship with key internal and external stakeholders.
Knowledge and Expertise:
- Experience in the Mortgage or Equity Release market would be desirable.
- Ability to communicate effectively both verbally and in writing.
- Strong Excel skills.
Skills & Qualifications:
- Experience in a similar position is preferred.
- Excellent communication skills and the ability to develop strong working relationships with both customers and colleagues alike is essential.
- Most of all we look for people who display and work around the core values of our business:
- Ambitious - to break ground to help our customers enjoy a better retirement.
- Supportive - relationships are key to everything we do.
- Personal - going above and beyond to offer exceptional service.
- Integrity - honest, true and transparent in all our relationships.
- Responsive - whatever the challenge we'll deliver the right result.
- Expert - experts in our field, our thirst for knowledge never stops.
Contact Detail:
Key Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Agent
✨Tip Number 1
Familiarise yourself with the Equity Release market and More2Life's specific offerings. Understanding the nuances of lifetime mortgages will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your Excel skills, as strong proficiency is mentioned in the job description. Consider taking a quick online course or tutorial to ensure you're comfortable with data management and analysis.
✨Tip Number 3
Prepare to discuss your previous experience in customer service or finance roles. Think of specific examples where you've demonstrated integrity, support, and responsiveness, as these are key values for More2Life.
✨Tip Number 4
Network with current or former employees of More2Life on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the application process.
We think you need these skills to ace Finance Agent
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Finance Agent at More2Life. Tailor your application to highlight relevant experience in the mortgage or equity release market.
Highlight Relevant Skills: In your CV and cover letter, emphasise your communication skills and ability to build relationships. Mention any experience you have with Excel, as strong Excel skills are essential for this role.
Showcase Your Values: More2Life values integrity, ambition, and supportiveness. Make sure to reflect these core values in your application by providing examples of how you've demonstrated them in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application shows attention to detail and professionalism, which is crucial for a finance role.
How to prepare for a job interview at Key Group
✨Show Your Knowledge of the Industry
Make sure to brush up on your knowledge of the mortgage and equity release markets. Being able to discuss current trends or regulations will demonstrate your expertise and interest in the field.
✨Emphasise Communication Skills
Since the role requires effective communication with customers and colleagues, prepare examples of how you've successfully communicated in previous roles. Highlight any experience you have in resolving customer issues or building relationships.
✨Demonstrate Integrity and Diligence
The company values integrity highly, so be ready to share instances where you've acted with honesty and transparency. Discuss how you ensure compliance and manage risk in your work.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle customer queries. Think of specific scenarios from your past experiences where you had to resolve issues or make decisions under pressure.
