At a Glance
- Tasks: Connect with clients to schedule mortgage appointments and build strong relationships.
- Company: Join Just Mortgages, a dynamic team in the financial services sector.
- Benefits: Competitive salary of £35,000, career growth, and a supportive work environment.
- Other info: Embrace equal opportunities and thrive in a collaborative team atmosphere.
- Why this job: Make a real difference in clients' lives while developing your skills in finance.
- Qualifications: Customer service experience and a passion for learning are essential.
The predicted salary is between 28000 - 35000 £ per year.
Overview
Position: Client Services Advisor
Company: Just Mortgages
Reports to: Financial Services Director
OTE: £35,000
A day in the life of a Lead Generator:
- Make contact with all leads provided with a view to arranging an appointment with a mortgage and protection advisor.
- Ensure all appointments are confirmed with the customer and mortgage advisor using the pre-confirmation process.
- Ensure all appointments are booked using the outlook diary system for the appropriate Mortgage Adviser or New Build Specialist.
- Maximise all opportunities for mortgage appointments from the leads provided.
- Ensure the development and maintenance of excellent adviser and management team relationships.
- Work as part of the Client Services Team to assist the Operations Manager in the development of new projects and working relationships.
- Develop and maintain a good level of mortgage knowledge.
- Regular use of your 1-31 system to keep in regular contact with customers at all times.
- Focus efforts and actions on achieving mutually agreed business targets.
What you need to bring to the table:
- Demonstrable track record of success and knowledge within customer service.
- A reputation for delivering outstanding customer service.
- Enthusiasm to learn and continuously develop your knowledge and skills to drive your career within the Financial Services industry.
- Passionate about Just Mortgages, our values and processes.
- A hunger to earn. A drive to work hard and reap the rewards from your dedication.
- As a Client Services Adviser, we would expect you to be able to communicate confidently and identify remortgaging needs for our clients.
The finer details:
To be eligible to proceed in our recruitment process, you will need:
- Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006). We’ll need evidence of your right to work in the UK, in the form of: Passport/Birth Certificate.
- Proof of Address.
- National Insurance.
Equal Opportunities: We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
Client Services Advisor in Essex employer: Spicerhaart Group Ltd.
Just Mortgages is an exceptional employer that prioritises employee growth and development within the dynamic financial services sector. With a strong emphasis on teamwork and outstanding customer service, employees enjoy a supportive work culture that encourages continuous learning and offers competitive earnings potential. Located in the UK, Just Mortgages provides a unique opportunity to thrive in a rewarding environment while making a meaningful impact on clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Advisor in Essex
✨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 Spicerhaart Group Ltd.. 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 Client Services Advisor in Essex
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 Spicerhaart Group Ltd..
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 Spicerhaart Group Ltd.'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 Spicerhaart Group Ltd.
✨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 Spicerhaart Group Ltd..
✨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 Spicerhaart Group Ltd. 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 Spicerhaart Group Ltd. 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.
