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For Companies At a Glance
- Tasks: Engage with clients, manage enquiries, and ensure a smooth lending process.
- Company: Join a leading property finance solutions provider in Cardiff.
- Benefits: Enjoy 22 days holiday, a competitive salary, and a supportive team environment.
- Why this job: Great opportunity to learn about finance while delivering exceptional customer service.
- Qualifications: No financial experience needed, just a willingness to learn and excellent communication skills.
- Other info: Full-time role with Monday to Friday working hours in a vibrant office.
Role: Permanent, full-time, office-based
Salary: £31,000 pa
Holiday: 22 days (plus bank holidays)
Working hours: Monday to Friday 09:00 – 17:30
Location: Cardiff
The Client
Our client specialises in providing property finance solutions, including bridging finance, residential finance (including ex pat, buy to let, and private bank mortgages), commercial finance, portfolio loans, business finance, development finance, complex income and second charge mortgages. These are advised on by our internal broker team, or by one of our external broker partners.
As a Customer Services Executive you will be part of a small team delivering outstanding customer service to new and existing clients in our Cardiff office. The main purpose of the role is to handle and convert inbound leads, use outbound contact strategies to convert these enquiries, and be the first point of contact for incoming enquiries.
Whilst the role does not require previous financial knowledge or experience, it is important that you are willing to learn and understand the financial products we offer, to be able best assist with client enquiries.
Responsibilities:
- Manage and respond to new business enquiries, across various communication channels (including telephone, text message, online chat and email), both inbound and outbound
- Answer incoming calls from new and existing clients
- Take details of various financial-related enquiries, and refer to the appropriate adviser, either internal or external
- Update the CRM system accordingly with accurate, timely and detailed records
- Ensure client expectations are managed throughout every step of the lending process and their outcome is a positive experience
- Be an excellent communicator and build sound relationships between all of the parties involved throughout the lending process
- Become an active part in the care of clients and be wholly familiar with the contacts and clients of our Bridging Finance Advisers
- Full support in packaging cases correctly before submission, ensuring all the required documentation for compliance purposes and the respective lender
- Pro-actively liaising with clients to request documentation, checking the documentation that is provided is correct and compliant
- Regular liaison with all parties to the lending process (lenders, solicitors, estates agents, valuers, client, etc) to obtain updates on applicant status and proactively progress bridging applications through to offer.
- Working with and adhering to company and FCA policies and procedures
- Discuss any compliance and quality issues with the adviser and Compliance Officer
Key skills required:
- Excellent communication skills both verbally and written
- Organisational skills
- Proactive team player
- Friendly and professional attitude and telephone manner
- Ability to work under pressure
- Self-motivated
- Positive ‘can do’ attitude
- Computer literate (required use of bespoke CRM systems and Microsoft packages)
- Able to quickly build confidence, respect and trust with others
- Accuracy and an eye for detail
For more information on this role and to register an interest, please click apply and/or reach out to Harry Driscoll at Prince Talent & Resourcing.
Customer Service Advisor employer: Prince Talent & Resourcing Group
Contact Detail:
Prince Talent & Resourcing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor
✨Tip Number 1
Familiarise yourself with the financial products mentioned in the job description. Even though prior experience isn't required, having a basic understanding of bridging finance and mortgages will show your willingness to learn and help you stand out during the interview.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since you'll be handling inbound and outbound calls, being articulate and friendly can make a significant difference in how you connect with potential clients.
✨Tip Number 3
Demonstrate your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will be crucial in showing that you can handle the various responsibilities outlined in the role.
✨Tip Number 4
Showcase your proactive attitude by discussing any previous experiences where you took the initiative to solve a problem or improve a process. This aligns well with the company's emphasis on a positive 'can do' approach.
We think you need these skills to ace Customer Service Advisor
Some tips for your application 🫡
Understand the Role: Read through the job description carefully to understand the key responsibilities and skills required for the Customer Service Advisor position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, particularly in customer service roles. Emphasise your communication skills, organisational abilities, and any experience with CRM systems.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've successfully handled customer inquiries in the past and your willingness to learn about financial products.
Proofread Your Application: Before submitting your application, double-check for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for a Customer Service Advisor.
How to prepare for a job interview at Prince Talent & Resourcing Group
✨Know the Company and Its Products
Before your interview, take some time to research the company and its financial products. Understanding what they offer will help you answer questions confidently and show your willingness to learn.
✨Demonstrate Your Communication Skills
As a Customer Service Advisor, excellent communication is key. Practice articulating your thoughts clearly and concisely, and be prepared to showcase your verbal and written communication skills during the interview.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your time and organise tasks. Provide examples of how you've successfully handled multiple responsibilities in the past, as this role requires strong organisational abilities.
✨Exhibit a Positive Attitude
A friendly and professional attitude can set you apart from other candidates. During the interview, maintain a positive demeanour, and express your enthusiasm for the role and the opportunity to help clients.
