At a Glance
- Tasks: Engage clients and manage appointments for financial services in a dynamic team environment.
- Company: Join a supportive and ambitious team at Just Mortgages.
- Benefits: Enjoy a competitive salary, performance bonuses, and 30 days annual leave.
- Other info: Be part of an equal opportunity workplace that values diversity.
- Why this job: Kickstart your career in financial services with excellent training and growth opportunities.
- Qualifications: Strong communication skills and a proactive attitude are essential.
The predicted salary is between 22000 - 22000 £ per year.
We are looking for a proactive, organised, and customer-focused Financial Services Sales Advisor to support our Financial Services Team. This is a pivotal role for someone who thrives in a fast-paced environment, has excellent communication skills, and wants to be part of a supportive and ambitious team.
Package & Benefits:
- Basic Salary: £22,000
- On-Target Earnings: £40,000
- Performance-related commission structure
- Working Hours: 4 weekdays: 8:30am – 6:00pm, Every Saturday: 9:00am – 5:00pm, Lieu day to be taken Tuesday, Wednesday or Thursday
- Benefits Include:
- 30 days annual leave (including bank holidays)
- Company pension scheme
- Career progression opportunities within Spicerhaart Group
- Comprehensive training via the Spicerhaart Learning & Development Centre
- Fully paid hotel stay during training (Colchester)
- Employee Assistance Programme (24/7 confidential support)
- Eye care contribution
- Employee referral bonus
- Eligibility for the annual black-tie Elevate Awards
Key Responsibilities:
- Client Engagement & Appointment Management: Be the first point of contact for all financial services enquiries via phone, email, and in person. Book financial services appointments efficiently with in-house mortgage advisers and ensure accurate diary coordination. Communicate clearly and professionally with clients to explain the benefits of our financial services offering. Manage and respond to all leads from internal systems, portals, and referrals with urgency and professionalism.
- Lead Generation & Follow-Up: Actively prospect for financial services opportunities from ROSIE. Engage regularly with clients who are at various stages of the buying or selling journey to offer relevant financial services support. Follow up on all appointments with Adviser, maintain client contact records, and ensure continued customer engagement through the booking process.
- System & Data Management: Use the ROSIE system and other CRM tools to log all interactions and appointment data accurately. Maintain up-to-date records to ensure regulatory and operational compliance. Monitor appointment pipelines and support the Financial Services Manager in achieving KPIs.
- Team Collaboration: Work closely with sales, lettings, and mortgage advisors to ensure excellent cross-departmental communication and handovers. Contribute to weekly meetings with updates on appointment volumes and lead status. Support marketing and local campaigns aimed at increasing financial services penetration.
Person Specification:
- Essential Attributes:
- Strong communication and organisational skills
- Friendly and confident telephone manner
- Excellent attention to detail and data accuracy
- Self-motivated with a proactive approach to task management
- Professional and customer-focused attitude
- Ability to prioritise workload and meet targets
- Desirable:
- Experience in financial services, estate agency, or appointment booking
- Familiarity with FCA guidelines and financial terminology
- Experience using CRM systems such as ROSIE
The Finer Details: We are currently conducting some interviews using video software. 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: At Just Mortgages, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are. We support you and encourage those differences, to make you the best person you can be. Just Mortgages are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. 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.
If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability – regardless of how small or large your requirement may be.
Sales Adviser in London employer: SPICERHAART
At haart Estate Agents in Luton, we pride ourselves on being an excellent employer that fosters a supportive and high-performing work culture. With a strong focus on employee growth, we offer comprehensive training at our dedicated Learning & Development Centre, alongside competitive salaries, generous annual leave, and unique incentives like the CEO Exclusive Achievers Club. Join us to thrive in a dynamic environment where your passion for sales and customer service can truly make a difference in the local property market.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Adviser in London
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Sales Adviser at SPICERHAART, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including SPICERHAART. Tailor your message to explain why you’re drawn to them and how you can contribute as a Sales Adviser. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Sales Adviser in London
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for SPICERHAART:When writing your cover letter, make sure to tailor your message specifically for SPICERHAART. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at SPICERHAART
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show SPICERHAART that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show SPICERHAART that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with SPICERHAART’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
