Client Onboarding Advisor

Client Onboarding Advisor

Full-Time 22000 - 26000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Guide clients through the onboarding process and build strong relationships.
  • Company: Join Miles & Barr, a top-rated property group in Kent.
  • Benefits: Enjoy competitive salary, discounts, wellbeing resources, and generous holiday leave.
  • Other info: Diverse and inclusive workplace with excellent career growth opportunities.
  • Why this job: Make a real difference in clients' lives while developing your skills.
  • Qualifications: Strong communication skills and attention to detail are essential.

The predicted salary is between 22000 - 26000 £ per year.

We believe great outcomes begin with great people. Welcome to Miles & Barr, a trusted name in property across Kent. Now part of Lomond, the UK’s leading property group and recently named one of the Sunday Times best places to work, Miles & Barr combines extensive local insight with the resources of a wider network. Our experienced team is here to guide people through every step of buying, selling, or letting their home.

An excellent opportunity has arisen to join our team as a Client Onboarding Advisor based in our Head Office. The salary is £30,000 OTE.

Reward & Benefits

  • Health & Wellbeing: Access to our smart spending app with discounts at 900+ retailers, wellbeing resources, free counselling, and a Virtual GP service.
  • Learning & Development: We’ll support your professional growth with funded qualifications and over 90 in-house training programmes.
  • Holidays & Enhanced Leave: Up to 28 days’ holiday plus bank holidays and enhanced family-friendly leave (Neonatal, maternity, paternity, adoption & IVF).
  • Lifestyle Perks: Cycle2Work scheme, Smart Tech scheme for the latest gadgets, and celebrations for long service.
  • Security & Support: Life assurance cover to protect your loved ones.

The role

  • Consistently meeting KPI’s in line with business needs.
  • Speaking to our sellers and buyers on the phone taking them through Anti Money Laundering process and building rapport with our clients.
  • Liaising with various stakeholders.
  • Upselling or cross-selling depending on client requirements.
  • Managing onboarding processes.

What we are looking for

  • Attention to detail and high level of accuracy.
  • Strong written and verbal communication skills to interact seamlessly with clients, teammates, and stakeholders.
  • You will be dedicated to delivering a first-class customer experience.
  • Proficient in Word, Excel, PowerPoint.
  • Excel at juggling multiple tasks and priorities in a fast-paced setting.

At Miles & Barr, diversity and inclusion are at the heart of what we do. We welcome applicants from all backgrounds, nationalities, abilities, and perspectives. We’re also committed to ensuring an inclusive and accessible recruitment process. If you require any adjustments or support during the application or interview stage, just let us know — we’ll be happy to help. Join us and experience a workplace that truly values you.

Client Onboarding Advisor employer: Miles & Barr Estate Agents

Miles & Barr is an exceptional employer located in the vibrant town of Herne Bay, offering a dynamic work culture that prioritises teamwork and professional growth. Employees benefit from competitive salaries, ongoing training opportunities, and a supportive environment that encourages proactive engagement with both landlords and tenants, making it a rewarding place to build a career in property management.

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Contact Details:

Miles & Barr Estate Agents Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Onboarding Advisor

Get Involved in Local Property Events

Dive into local property expos and networking events! Real estate thrives on connections, so attending these events helps us meet potential employers and industry leaders, plus it's a chance to show off your enthusiasm for the field.

Connect with Local Agents on Social Media

Follow and engage with local real estate agents and firms on platforms like Instagram and LinkedIn. Sharing their posts and commenting with your insights can put you on their radar and might even lead to job opportunities at companies like Miles & Barr Estate Agents.

Don’t Underestimate the Power of Cold Outreach

Got your eye on a specific company like Miles & Barr Estate Agents? Don't hesitate to send a direct message or an email expressing your interest. Personalise your approach, maybe mentioning a recent listing or project of theirs, and it could set you apart from other candidates.

Utilise Property Management Platforms

Check out property management platforms and job boards tailored for the real estate sector. They often have exclusive listings, especially for full-time roles. Don't forget to visit Miles & Barr Estate Agents's careers page directly; we love seeing passionate candidates applying through our website!

We think you need these skills to ace Client Onboarding Advisor

Communication Skills
Problem-Solving Skills
Adaptability
Flexibility
Compassion
Teamwork
Organizational Skills

Some tips for your application 🫡

Show Your Real-Estate Savvy:When crafting your CV and cover letter, make sure to highlight any relevant experience in the real estate sector. If you've done internships, assistant roles, or even relevant coursework, lay it out clearly. We want to see your familiarity with market trends, property management, or any sales experience you've got under your belt!

Quantify Your Achievements:In real estate, numbers speak volumes! When detailing your past roles, use concrete figures to demonstrate your achievements. For example, mention how many properties you sold, the percentage increase in client satisfaction, or any successful negotiations. These metrics can give your application that extra punch it needs!

Tailor Your Documents for the Job:Every application should feel personal. When applying for the Client Onboarding Advisor role at Miles & Barr Estate Agents, tweak your CV to focus on aspects that are important to them. If they value client relationships, emphasise your interpersonal skills. We want to see you aligning your experiences with what they're looking for!

Keep It Professional Yet Approachable:While we want you to show off your expertise, don't forget to let your personality shine through in your cover letter. A touch of friendliness can set you apart, especially in real estate where client interaction is key. Show that you're ready not just to work with the property but also with people!

How to prepare for a job interview at Miles & Barr Estate Agents

Know Your Market Trends

In real estate, it’s all about staying ahead of the curve. Make sure we brush up on the latest market trends in the area where Miles & Barr Estate Agents operates. Being able to discuss local property values, demand, and upcoming developments will show that we’re not just interested in the job, but genuinely invested in the industry.

Prepare for Scenario Questions

Expect some scenario-based questions during the interview. We might get asked how we’d handle different client situations or property evaluations. Preparing our responses for common real estate scenarios not only demonstrates our problem-solving skills but also shows that we can think on our feet in a client-facing role.

Showcase Your Connections

In full-time real estate, networking is key! Let’s think about our connections in the industry and what we can bring to Miles & Barr Estate Agents. Whether it’s insights on prospective clients or relationships with local contractors, talking about these experiences can set us apart from other candidates.

Demonstrate Technical Savvy

Familiarity with different real estate software tools is a big plus. We should be ready to discuss any platforms we've used, whether it's for property management, CRM, or data analysis. Being comfortable with technology not only makes us more efficient, but also shows that we’re adaptable to the tools used at Miles & Barr Estate Agents.