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For Companies At a Glance
- Tasks: Be the go-to person for customer inquiries about mortgages and savings.
- Company: Join a supportive financial services team in Epsom, Surrey.
- Benefits: Enjoy hybrid working, generous holidays, and a fantastic rewards package.
- Why this job: Kickstart your career with genuine growth opportunities and professional study support.
- Qualifications: Strong communication skills and a proactive attitude are key; experience is a plus but not essential.
- Other info: Work in a friendly environment that values your contributions and encourages development.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
New Business Team Representative
Location: Epsom, SurreySalary: Competitive + Excellent BenefitsHours: 37.5 hours per weekContract: Full Time, PermanentHybrid Working: Available after probation – 3 days in office – 2 working from home
Are you customer-focused, organised, and ready to join a friendly and supportive team in the financial services sector? We are recruiting for a New Business Team Representative to become the first point of contact for customers and intermediaries making enquiries about mortgage and savings products.
This is a fantastic opportunity to join a team that actively supports your development, with genuine career progression and financial support for further professional study.
Why Apply?
This is more than just a job — it is a long-term career opportunity within an organisation that invests in its people. You will benefit from a generous rewards package that includes:
- Up to 16% employer pension contribution
- Private Medical Insurance and Cash Plan via BUPA (post-probation)
- Life Assurance – 4x salary
- Income Protection and Season Ticket Loan
- Perkbox employee benefits platform
- Monthly staff draw and regular company social events
- 23 days’ holiday, increasing with service (up to 27 days)
- Buy and sell holiday scheme
- Free parking permit for a local car park
- Volunteer day each year
- Hybrid working options available after six months
- Genuine career progression and paid study support for professional qualifications
You will join a collaborative, welcoming team where your contribution is valued and your growth is encouraged.
What You Will Be Doing
- Serve as the first point of contact for prospective and existing customers and intermediaries.
- Handle inbound calls and emails related to mortgage and savings products.
- Provide clear, accurate information in line with the Financial Conduct Authority’s 'information only’ regulations.
- Send product literature, application forms and illustrations to customers and third parties.
- Carry out general administrative duties to support the customer experience.
- Maintain knowledge of internal products and third-party offerings.
- Support other team members and provide cover where needed.
What We Are Looking For
- Excellent communication skills – both verbal and written.
- A proactive, professional approach to customer service.
- Ability to learn and clearly explain detailed product information.
- Confident working as part of a small, supportive team.
- Previous experience in financial services or a contact centre is helpful but not essential.
- A desire to build a career in a customer-oriented, regulated environment.
If your application is successful, you will be contact shortly.
The job title and description in this advertisement may differ from the client's official job description/contract .We appreciate your interest in this role. E-Personnel Recruitment aims to acknowledge all applications, but due to the high volume of CVs we receive, this may not always be feasible.
You can apply with the utmost confidence to E-Personnel Recruitment directly, experts in both Permanent and Temporary Recruitment, and a proud member of the Recruitment & Employment Confederation (REC), the professional body for the recruitment industry. In the meantime, feel free to explore similar job opportunities on our website: e-personnelrecruitment.co.uk
New Business Representative Hybrid employer: E Personnel Recruitment
Contact Detail:
E Personnel Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Representative Hybrid
✨Tip Number 1
Familiarise yourself with the financial services sector, particularly mortgage and savings products. Understanding the basics will help you engage confidently with customers and demonstrate your commitment to the role.
✨Tip Number 2
Practice your communication skills, both verbal and written. Since you'll be the first point of contact for customers, being able to convey information clearly and professionally is crucial.
✨Tip Number 3
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 4
Show your enthusiasm for customer service during any interactions. Highlight your proactive approach and willingness to learn, as these traits are highly valued in a supportive team environment like ours.
We think you need these skills to ace New Business Representative Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the New Business Representative role. Focus on customer service experience, communication skills, and any previous roles in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific reasons why you want to work in the financial services sector and how your skills can contribute to the team.
Highlight Relevant Skills: In your application, emphasise your excellent communication skills and proactive approach to customer service. Provide examples of how you've successfully handled customer inquiries or worked in a team environment.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at E Personnel Recruitment
✨Showcase Your Communication Skills
As a New Business Representative, excellent communication is key. Prepare to demonstrate your verbal and written skills during the interview by articulating your thoughts clearly and confidently.
✨Understand the Financial Products
Familiarise yourself with mortgage and savings products before the interview. Being able to discuss these topics knowledgeably will show your proactive approach and genuine interest in the role.
✨Emphasise Customer Service Experience
Even if you don't have direct experience in financial services, highlight any customer service roles you've held. Discuss how you handled inquiries and resolved issues, showcasing your ability to provide excellent support.
✨Prepare Questions for the Interviewers
Demonstrate your enthusiasm for the role by preparing thoughtful questions about the team, company culture, and career progression opportunities. This shows that you're serious about your potential future with them.
