At a Glance
- Tasks: Engage clients and manage appointments for financial services in a dynamic team.
- Company: Join a supportive and ambitious team at Just Mortgages.
- Benefits: Enjoy a competitive salary, 30 days annual leave, and career progression opportunities.
- Other info: Exciting career with comprehensive training and a friendly work environment.
- Why this job: Make a real impact in property sales while developing your communication skills.
- 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 Warrington 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 Warrington
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like SPICERHAART. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from SPICERHAART.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like SPICERHAART. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Sales Adviser in Warrington
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in SPICERHAART and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show SPICERHAART how you can be a team player!
How to prepare for a job interview at SPICERHAART
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with SPICERHAART.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with SPICERHAART's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
