Trainee Mortgage & Protection Advisor (Scout Financial Services) Business Development · · Hybri[...] in Croydon

We are looking for a proactive and customer-centric Client Services Advisor to become a vital part of our growing team.

This position offers an exceptional opportunity for individuals who are passionate about building a successful career in financial services. In this role, you will be instrumental in guiding our clients through their financial journey, providing essential support every step of the way.

🔑 Key Responsibilities

🧑💼 Client Support

• Act as the first point of contact for client enquiries
• Deliver exceptional service and a positive experience across every touchpoint

📊 Sales Development

• Use your sales skills to build relationships with Yopa clients
• Book financial services appointments and introduce relevant products and services

📅 Appointment Scheduling

• Coordinate and manage appointments for our broker team
• Ensure seamless client handovers and diary accuracy

🗂️ Administration

• Maintain up-to-date client records and process documentation
• Support case completion in line with FCA compliance standards

🎓 Career Progression

• Join our structured 18-month* development programme
• Complete your CeMAP qualification, with full support from our team
• Transition into a qualified Mortgage Broker role upon successful completion*

👤 About You

• ✔️ Customer-Focused – You take pride in providing great service
• ✔️ Excellent Communicator – Strong written and verbal skills
• ✔️ Organised & Detail-Oriented – You manage your time and tasks with precision
• ✔️ Sales-Driven – You spot opportunities and contribute to business growth
• ✔️ Career-Minded – You’re motivated by progression and long-term success
• ✨ Experience: Previous client-facing experience, ideally in sales or financial services, is desirable – but not essential

Life at Scout

• Dedicated training and development on your Mortgage broker journey
• Service discounts – for you your family and friends!
• Sickness & mental health support – to provide you with peace of mind
• Refer-a-friends bonus scheme – if you recommend us as a place to work
• Hybrid working – to support flexibility after initial probationary period.
• Wellbeing discounts – across food, retail and travel
• Generous holiday allowance – to switch off and relax
• Performance bonus’ – to increase earning potential
• Company socials – to get away from the everyday and celebrate our successes

Good luck!