At a Glance
- Tasks: Support mortgage advisers via phone and email, helping them maximise their membership benefits.
- Company: Join a leading financial services company with a focus on innovation and customer satisfaction.
- Benefits: Hybrid working, full training, and opportunities for professional growth.
- Other info: Collaborative environment with a commitment to diversity and inclusion.
- Why this job: Kickstart your career in finance while making a real difference for mortgage brokers.
- Qualifications: Customer service experience and strong communication skills are essential.
Turn great telephone customer service skills into a career in Financial Services!
What we're proud of:
- Supporting over 4,000 mortgage brokers/intermediaries across the UK
- Enabling best outcomes for clients through our award-winning mortgage club
- Helping advisers diversify with specialist lending solutions, plus ancillary products and services
Role Overview:
As a Telephone Account Manager, you'll support mortgage advisers over the phone and by email, helping them navigate queries, access valuable services, and get the most from their membership. Whether you're already working in financial services or bringing strong customer service experience from another sector, we'll provide the training and support needed to build your knowledge and develop your career. Internally, this role is called Key Relationship Consultant (Telephony).
What you'll do:
- Full, step-by-step training provided.
- Provide day-to-day support to our members via phone and email, delivering value in every interaction.
- Proactively explore ways to help members maximise their membership benefits and grow their business in line with our four pillars of success and our company values.
- Assist members in placing mortgage and associated business by leveraging your knowledge of the marketplace and researching possible solutions with our lender and provider partners.
- Build and nurture relationships with members, as well as lender and provider partners.
- Identify opportunities where members may benefit from enhanced support in areas such as general insurance, later life lending, and technology.
- Undertake outbound calling projects to highlight and promote valuable opportunities such as events or webinars, lender focus weeks, and campaigns.
- Proactively promote our suite of technology offerings to members.
- Provide support to members who are experiencing challenges and escalate where needed.
What you'll need to succeed:
Essential Requirements:
- Experience working in a business-to-business telephone-based customer service, helpdesk, account management, or support role.
- Excellent communication and relationship-building skills.
- Confidence speaking with professional customers over the phone.
- Strong problem-solving skills and a customer-focused mindset.
- Good organisational skills and attention to detail.
- A willingness to learn about the mortgage and financial services industry.
- A willingness to study towards the CeMAP qualification if not already held.
Desirable Requirements:
- Any knowledge of mortgages, lending, financial services, or insurance.
- Experience working with mortgage brokers, financial advisers, lenders, or other regulated businesses.
- Experience in an intermediary, mortgage, banking, or financial services environment.
Your approach:
- Professional
- Curious
- Good listener
- A proactive, can-do approach with a passion for problem-solving
- Natural customer service skills
- Keen to learn and progress - this is an excellent role to learn about our business
This role offers a collaborative and supportive work environment with opportunities for professional growth and development.
Important to know:
- Location: This is a hybrid working role where you'll usually work from our Huddersfield office with your team 3 days each week. The remaining days can be worked from home.
- Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010. We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
Customer Services - Mortgages Helpdesk in Huddersfield employer: Pinpoint
Pinpoint is an exceptional employer that fosters a dynamic and inclusive work culture, empowering employees to thrive in a fast-paced environment. With a strong focus on professional development and growth opportunities, team members are encouraged to innovate and lead within their roles. Working remotely from the UK or US, employees enjoy the flexibility of a modern workplace while contributing to a cutting-edge HR tech solution that is transforming recruitment.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Services - Mortgages Helpdesk in Huddersfield
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pinpoint. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Services - Mortgages Helpdesk in Huddersfield
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pinpoint.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pinpoint's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pinpoint
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pinpoint.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pinpoint will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pinpoint employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
