Client Services Advisor

Client Services Advisor

Colchester Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Connect with leads to schedule mortgage appointments and maintain customer relationships.
  • Company: Join Just Mortgages, a dynamic player in the financial services industry.
  • Benefits: Enjoy opportunities for career growth, a supportive team, and potential rewards for hard work.
  • Why this job: Be part of a vibrant team that values learning and development while making a real impact.
  • Qualifications: Customer service experience and a passion for the financial sector are essential.
  • Other info: Must have legal entitlement to work in the UK; check our blog for more details.

The predicted salary is between 28800 - 43200 £ per year.

Overview

Our Values

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 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
  • We will also need

  • Proof of Address
  • National Insurance
  • Client Services Advisor employer: Spicerhaart

    At Just Mortgages, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and personal growth. As a Client Services Advisor, you will benefit from ongoing training and development opportunities within the thriving financial services sector, all while working in a supportive team environment that values your contributions and encourages you to achieve your career aspirations.
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    Contact Detail:

    Spicerhaart Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Client Services Advisor

    ✨Tip Number 1

    Familiarise yourself with the mortgage and protection services offered by Just Mortgages. Understanding our products will not only help you in conversations but also demonstrate your enthusiasm and commitment to the role.

    ✨Tip Number 2

    Practice your communication skills, especially in identifying customer needs. Role-playing scenarios with friends or family can help you become more confident in discussing remortgaging options and setting appointments.

    ✨Tip Number 3

    Network with professionals in the financial services industry. Attend relevant events or join online forums to build relationships and gain insights that could be beneficial in your role as a Client Services Advisor.

    ✨Tip Number 4

    Stay updated on the latest trends and changes in the mortgage market. This knowledge will not only enhance your confidence but also position you as a valuable asset to our team when discussing opportunities with clients.

    We think you need these skills to ace Client Services Advisor

    Excellent Communication Skills
    Customer Service Experience
    Appointment Scheduling
    Knowledge of Mortgage Products
    Relationship Management
    Attention to Detail
    Proficiency in Outlook Diary System
    Sales Skills
    Problem-Solving Skills
    Team Collaboration
    Time Management
    Adaptability
    Motivation to Learn
    Target-Driven Mindset

    Some tips for your application 🫡

    Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Services Advisor. Familiarise yourself with the key tasks such as arranging appointments and maintaining relationships with advisors.

    Tailor Your CV: Highlight your customer service experience and any relevant skills that align with the job description. Emphasise your enthusiasm for learning and your ability to communicate effectively.

    Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your drive to succeed. Mention specific examples of how you've met business targets in previous roles.

    Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.

    How to prepare for a job interview at Spicerhaart

    ✨Know Your Mortgage Basics

    Brush up on your mortgage knowledge before the interview. Understanding key terms and processes will not only help you answer questions confidently but also demonstrate your enthusiasm for the role.

    ✨Showcase Your Customer Service Skills

    Prepare examples from your past experiences that highlight your customer service success. Be ready to discuss how you've handled challenging situations and maintained strong relationships with clients.

    ✨Familiarise Yourself with the Company

    Research Just Mortgages and their values. Being able to articulate why you want to work there and how you align with their mission will set you apart from other candidates.

    ✨Practice Your Communication Skills

    As a Client Services Advisor, effective communication is key. Practice articulating your thoughts clearly and confidently, as this will be crucial when discussing client needs and booking appointments.

    Client Services Advisor
    Spicerhaart
    Location: Colchester
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    • Client Services Advisor

      Colchester
      Full-Time
      28800 - 43200 £ / year (est.)
    • S

      Spicerhaart

      100-250
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