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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
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.
What you need to bring to the table
- Demonstrable track record of success and knowledge within customer service
- A reputation for delivering outstanding 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
- As a Client Services Adviser, we would expect you to; be able to communicate confidently and identify remortgaging needs for our clients
The finer details
To be eligible 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)
- Passport/Birth Certificate
We will also need:
- Proof of Address
- National Insurance
Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what\’s more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.
To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise.
Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: 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.
