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For Companies At a Glance
- Tasks: Guide clients through mortgage services and ensure a smooth experience.
- Company: Leading financial services brokerage with a friendly and successful environment.
- Benefits: Base salary plus generous bonuses, hybrid working, and great holiday entitlement.
- Why this job: Join a dynamic team and develop your career in financial services.
- Qualifications: 1 year of customer service experience, strong communication skills, and Microsoft Office proficiency.
- Other info: Full training provided and opportunities for career progression.
The predicted salary is between 36000 - 60000 £ per year.
Seeking an ambitious Mortgage Services Consultant for a market leading Financial Services Brokerage - Genuine Long Term Prospects and Fantastic Working Environment. Base salary + generous bonus scheme.
Our client is a leading Advisory business that offers expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection and financial planning. With a friendly and successful environment, they are looking to welcome a new Mortgage Services Consultant into the team.
The Role
- You’ll speak with existing clients, explaining services such as conveyancing, surveys, insurance and home‑mover support.
- Your job is to guide them, outline timelines and costs, and book appointments with specialist teams (internal and third‑party).
- No prospecting or cold‑calling is required.
- You’ll liaise with advisers, organise diaries, log appointments, and ensure every client receives a friendly, professional experience.
The Person
- You’ll have at least 1 year of customer service experience, ideally in mortgages, protection, or another regulated financial services environment.
- You should be confident on the phone with strong communication skills.
- Service‑driven, personable, and able to build rapport.
- Motivated by targets and comfortable working efficiently.
- Keen to upskill, contribute to team improvements, and deliver excellent client outcomes.
- Good Microsoft Office skills are required.
Full training on services and objection handling will be provided.
Highlights for the Successful Mortgage Administrator / Paraplanner
- Bespoke training plan in order to develop you into a fully fledged adviser if that’s your chosen route.
- Generous Quarterly Bonus.
- Generous Holiday entitlement.
- Hybrid Working.
- Company pension scheme and full corporate benefits.
- All expenses paid incentives including Summer / Christmas Parties.
- Fantastic team ethic - You will be welcomed into a dynamic, diverse and friendly team from day one.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Customer Service
Client Services Consultant employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Consultant
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since you'll be speaking with clients regularly, it’s crucial to sound confident and friendly. Try role-playing with a friend or family member to get comfortable with common scenarios.
✨Tip Number 3
Prepare some questions to ask during your interview. This shows you're engaged and eager to learn more about the role and the team. Think about what you want to know regarding their training plans or team dynamics.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and keep you on their radar. Plus, it’s a great chance to reiterate your enthusiasm for the role.
We think you need these skills to ace Client Services Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your customer service experience, especially if it's in financial services, to show us you're a great fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this opportunity. Share specific examples of how you've built rapport with clients and achieved targets in previous roles to make your application stand out.
Showcase Your Communication Skills: Since you'll be speaking with clients regularly, it’s important to demonstrate your strong communication skills in your application. Use clear and concise language, and don’t forget to proofread for any errors!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Plus, it shows us you're keen on joining our team!
How to prepare for a job interview at CareerStone
✨Know Your Stuff
Make sure you understand the financial services industry, especially mortgages and client services. Brush up on common terms and processes related to conveyancing, surveys, and insurance. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since the role involves a lot of client interaction, practice your phone etiquette and active listening skills. Prepare examples of how you've built rapport with clients in the past. This will demonstrate your service-driven attitude and ability to connect with people.
✨Be Ready for Scenario Questions
Expect questions that assess how you'd handle specific client situations. Think about times when you had to explain complex information or manage client expectations. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and team dynamics. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you. Plus, it gives you a chance to engage with the interviewers and leave a lasting impression.
