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- Tasks: Help clients secure their dream homes through excellent customer service and administration.
- Company: Established financial services business with a supportive team culture.
- Benefits: Competitive salary, bonuses, training, and career progression opportunities.
- Why this job: Join a friendly team and make a real difference in people's lives.
- Qualifications: Strong customer service skills and a proactive attitude.
- Other info: Long-term career growth in a stable, growing business.
The predicted salary is between 19200 - 28800 £ per year.
Are you organised, confident on the phone, and enjoy helping people? Looking to build a long-term career in financial services or mortgages? We're recruiting a Customer Service / Administrator to join a well-established Financial Services business based in Cheadle. This is a fantastic opportunity for someone with strong administrative / customer service skills who enjoys speaking with clients, understanding their circumstances, and helping them take the first step towards securing their new home.
You'll be joining a busy, supportive central sales desk, working within a friendly team environment where full training is provided and progression is genuinely encouraged.
What will you be doing as a Customer Service / Administrator?
- Speaking with potential customers and carrying out detailed financial fact-finds
- Qualifying clients for affordability and suitability before passing to advisors
- Booking qualified appointments and managing advisor diaries
- Promoting the company's services in a professional, customer-focused manner
- Completing credit checks and ensuring compliance with government schemes and criteria
- Using in-house systems to accurately record client information
- Working efficiently in a fast-paced, phone-based environment
We would LOVE to hear from you if you have the following skills and experience:
- Strong customer service or call-centre experience
- Confident, professional phone manner
- Comfortable asking detailed questions and handling sensitive information
- Highly organised with good attention to detail and compliance
- Excellent administrative skills
- Able to manage a busy workload and prioritise effectively
- A positive, proactive attitude and strong team ethic
Desirable (but not essential):
- Experience within mortgages, financial services, or qualification roles
- Interest in progressing into mortgage advice (CeMAP training available and funded)
What will you get in return for your work?
- £24,000 basic salary with realistic OTE of £26,000+
- Bonus paid per mortgage offer with realistic earnings of £150 per month
- Monday - Friday 10am - 6.30pm working every other weekend 11am - 6pm with 2 days off in lieu
- Additional monthly incentives, including GBP50 Amazon vouchers for top performers
- Full structured training and ongoing support
- Funded CeMAP / apprenticeship route for those looking to progress
- Modern office environment in Cheadle
- Onsite parking
- Long-term career progression within a stable, growing business
Apply now by sending your CV. We aim to respond to all successful applications within 2 days. If you haven't been contacted within 2 days your application has been unsuccessful. Please check our website and apply directly for any other suitable positions you see. We apologise that we are unable to contact everyone in person and thank you for your interest.
Customer Service Administrator employer: Jobwise Ltd
Contact Detail:
Jobwise Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Administrator
✨Tip Number 1
Get to know the company before your interview! Research their values, services, 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 this role involves a lot of phone interaction, try role-playing with a friend or family member. This will boost your confidence and help you handle those tricky questions like a pro.
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed busy workloads or prioritised tasks effectively. This will demonstrate that you're ready for the fast-paced environment they offer.
✨Tip Number 4
Don't forget to follow up! After your interview, send a quick thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
We think you need these skills to ace Customer Service Administrator
Some tips for your application 🫡
Show Off Your Customer Service Skills: Make sure to highlight your customer service experience in your application. We want to see how you've helped others in the past, so share specific examples that showcase your skills and confidence on the phone.
Be Organised and Detail-Oriented: Since this role requires strong administrative skills, it's important to demonstrate your organisational abilities. Mention any tools or methods you use to stay organised and ensure accuracy in your work.
Tailor Your CV to the Role: Take a moment to customise your CV for this position. Use keywords from the job description to show us that you understand what we're looking for and that you're genuinely interested in the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive!
How to prepare for a job interview at Jobwise Ltd
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services and mortgages. Brush up on common terms and processes so you can speak confidently about them. This will show your potential employer that you're genuinely interested in the role and ready to learn.
✨Practice Your Phone Skills
Since this role involves a lot of phone interaction, practice speaking clearly and professionally. You could even role-play with a friend or family member to simulate a customer call. This will help you feel more comfortable and confident during the actual interview.
✨Show Off Your Organisational Skills
Be prepared to discuss how you manage your time and workload. Think of specific examples where you've successfully juggled multiple tasks or handled a busy schedule. This will demonstrate your ability to thrive in a fast-paced environment, which is key for this position.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, training opportunities, or what success looks like in this role. This shows your enthusiasm and helps you determine if the company is the right fit for you.
