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- Tasks: Assist customers with payments and resolve issues while ensuring compliance.
- Company: More2Life is a leading equity release lender in the UK, helping thousands monthly since 2008.
- Benefits: Enjoy 23 days holiday, a great pension, well-being days, and more perks!
- Why this job: Join a supportive team focused on customer satisfaction and personal growth.
- Qualifications: Experience in finance or customer service is preferred; strong communication skills are essential.
- Other info: Embrace a culture of integrity, ambition, and expertise in a rewarding environment.
The predicted salary is between 36000 - 60000 £ per year.
More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK.
We are looking for Finance Agents to join our expanding team, to assist customers who wish to make payments to their accounts.
What's in it for you?
- 23 days holiday, plus bank holidays. Rising to 28 based on length of service
- Additional holiday purchase scheme
- 1 charity day
- 1 well-being day
- Great pension! 5% Employee, 8% Employer
- Simply Health cashback plan
- Life Assurance - x4 salary
- Rewarding Staff Referral Scheme
- Long Service Award
- Enhanced Maternity & Paternity Pay
Core Responsibilities:
- Act with integrity, due skill, care, and diligence in all dealings with customers and 3rd parties
- Pro-active customer contact to discuss payments, early repayment charges, interest and repayment of the loan by telephone and/or in writing
- Work individually and as part of the team to reach satisfactory customer outcomes
- Reconciling funds received in the bank, exceptions and the servicing of the funds on the accounts
- Adherence to risk and compliance frameworks to ensure that we conform with our legal and regulatory requirements
- Liaise with other departments within the Company to ensure optimum service for the customer and to minimise risk for the Company
- Resolving or escalating payments issues on a timely basis
- Develop close working relationship with key internal and external stakeholders
Knowledge and Expertise
- Experience in the Mortgage or Equity Release market would be desirable
- Ability to communicate effectively both verbally and in writing
- Strong Excel skills
Skills & Qualifications:
- Experience in a similar position is preferred
- Excellent communication skills and the ability to develop strong working relationships with both customers and colleagues alike is essential
- Most of all we look for people who display and work around the core values of our business:
- Ambitious - to break ground to help our customers enjoy a better retirement
- Supportive - relationships are key to everything we do
- Personal - going above and beyond to offer exceptional service
- Integrity - honest, true and transparent in all our relationships
- Responsive - whatever the challenge we'll deliver the right result
- Expert - experts in our field, our thirst for knowledge never stops
Finance Agent employer: Key Group
Contact Detail:
Key Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Agent
✨Tip Number 1
Familiarise yourself with the Equity Release market and More2Life's specific offerings. Understanding the nuances of lifetime mortgages will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your Excel skills, as strong proficiency is required for this position. Consider taking a quick online course or tutorial to ensure you're comfortable with data management and analysis, which will be crucial for reconciling funds.
✨Tip Number 3
Prepare to discuss your previous experience in customer service and how you've built relationships in past roles. Highlighting your ability to communicate effectively and resolve issues will align well with the core values of More2Life.
✨Tip Number 4
Network with current or former employees of More2Life if possible. They can provide insights into the company culture and expectations, which can be invaluable during your interview process.
We think you need these skills to ace Finance Agent
Some tips for your application 🫡
Understand the Company: Familiarise yourself with More2Life and its role in the Equity Release market. Highlight your understanding of their services and values in your application to show you are a good fit.
Tailor Your CV: Make sure your CV reflects relevant experience, especially in finance or customer service roles. Emphasise any previous work in the mortgage or equity release sectors, as well as your communication skills.
Craft a Strong Cover Letter: Write a compelling cover letter that outlines why you want to work for More2Life. Mention specific aspects of the job description that resonate with you and how your skills align with their core values.
Showcase Your Skills: In your application, provide examples of how you've demonstrated integrity, supportiveness, and responsiveness in past roles. Use specific situations to illustrate your problem-solving abilities and customer service skills.
How to prepare for a job interview at Key Group
✨Showcase Your Communication Skills
As a Finance Agent, effective communication is key. Be prepared to demonstrate your ability to convey complex information clearly and concisely, both verbally and in writing. Consider sharing examples from your past experiences where you successfully communicated with customers or colleagues.
✨Demonstrate Your Integrity
Integrity is a core value for More2Life. During the interview, highlight situations where you acted with honesty and transparency, especially in challenging circumstances. This will show that you align with their values and can be trusted to handle sensitive customer information.
✨Familiarise Yourself with the Equity Release Market
Having knowledge of the mortgage or equity release market will set you apart. Research current trends, regulations, and common customer concerns in this field. Being able to discuss these topics will demonstrate your enthusiasm and preparedness for the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, such as resolving payment issues or dealing with difficult customers. Think through potential scenarios and formulate your responses, focusing on your problem-solving skills and ability to work collaboratively with others.
