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For Companies At a Glance
- Tasks: Connect with leads and schedule appointments for mortgage advisors.
- Company: Join Just Mortgages, a dynamic company focused on customer service excellence.
- Benefits: Enjoy competitive pay, opportunities for growth, and a supportive team environment.
- Why this job: Be part of a vibrant culture that values learning and personal development.
- Qualifications: Customer service experience and a passion for the financial services industry are essential.
- Other info: We celebrate diversity and welcome applicants from all backgrounds.
The predicted salary is between 28000 - 42000 £ per year.
Overview
Our Values
Position: Client Services Advisor
Company: Just Mortgages
Reports to: Financial Services Director
OTE: £35,000
A Day in the Life of a Client Services Advisor
- Make contact with all leads provided to arrange appointments with mortgage and protection advisors.
- Confirm all appointments with customers and mortgage advisors using the pre-confirmation process.
- Book appointments using the Outlook diary system for the appropriate Mortgage Adviser or New Build Specialist.
- Maximise opportunities for mortgage appointments from provided leads.
- Develop and maintain excellent relationships with advisers and the management team.
- Assist the Operations Manager in developing new projects and working relationships as part of the Client Services Team.
- Develop and maintain good mortgage knowledge.
- Use the 1-2-1 system regularly to stay in contact with customers.
- Focus efforts on achieving mutually agreed business targets.
What You Need to Bring to the Table
- Proven success and knowledge in customer service.
- A reputation for delivering outstanding customer service.
- Enthusiasm to learn and develop your skills within the Financial Services industry.
- Passion for Just Mortgages, our values, and processes.
- A drive to earn, work hard, and reap rewards from dedication.
- Ability to communicate confidently and identify remortgaging needs for clients.
The Finer Details
To proceed in our recruitment process, you will need:
- Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006).
- Evidence of your right to work in the UK, such as:
- Passport or Birth Certificate.
We will also need:
- Proof of Address.
- National Insurance number.
Equal Opportunities: At Spicerhaart, diversity makes us stronger. We support and encourage differences, making you the best you can be. We are proud to be an equal opportunity employer and welcome all talented individuals to apply. We are committed to equal employment regardless of race, color, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.
If you require accommodations due to a disability or special need, please inform our Talent Team, and we will assist you.
To All Recruitment Agencies: Spicerhaart does not accept speculative CVs. Please do not forward CVs to our Talent Team or any company location. We are not responsible for fees related to unsolicited CVs received from external agencies.
Privacy Policy: We process your information in accordance with our Privacy Policy, available at: https://www.spicerhaart.co.uk/about-us/our-people/staff-privacy-policy/
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Client Services Advisor employer: Spicerhaart Group Ltd.
Contact Detail:
Spicerhaart Group Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Advisor
✨Tip Number 1
Familiarise yourself with the mortgage industry and Just Mortgages' values. Understanding their mission and how they operate will help you align your responses during interviews and show your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, as this role requires confident interaction with clients and advisors. Consider role-playing scenarios with a friend to enhance your ability to identify client needs effectively.
✨Tip Number 3
Network with current or former employees of Just Mortgages on platforms like LinkedIn. This can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 4
Prepare specific examples from your past experiences that demonstrate your customer service skills and ability to meet targets. Being able to share these stories will help you stand out as a candidate who can deliver outstanding service.
We think you need these skills to ace Client Services Advisor
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of a Client Services Advisor. Tailor your application to highlight relevant experience in customer service and relationship management.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous roles where you successfully managed customer relationships or provided outstanding service. Use specific examples to demonstrate your skills and achievements.
Show Enthusiasm for the Company: Express your passion for Just Mortgages and their values in your application. Mention why you want to work with them specifically and how you align with their mission and culture.
Proofread Your Application: Before submitting, make sure to 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 Spicerhaart Group Ltd.
✨Know Your Customer Service Basics
Since the role of a Client Services Advisor revolves around customer service, brush up on your customer service principles. Be ready to discuss how you've successfully handled customer queries in the past and how you can apply that experience to Just Mortgages.
✨Familiarise Yourself with Mortgage Processes
Having a solid understanding of mortgage processes will set you apart. Research common mortgage terms and procedures so you can confidently discuss them during the interview. This shows your enthusiasm for the role and your commitment to learning.
✨Demonstrate Your Communication Skills
Effective communication is key in this role. Prepare examples of how you've communicated effectively with clients or colleagues in previous positions. Highlight your ability to identify client needs and how you can help them achieve their goals.
✨Show Your Passion for the Company
Express your enthusiasm for Just Mortgages and its values. Familiarise yourself with their mission and any recent news about the company. This will demonstrate your genuine interest in being part of their team and your alignment with their goals.
