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- Tasks: Support clients on their financial journey and manage appointments with brokers.
- Company: Scout Financial Services is a growing firm focused on client-centric financial solutions.
- Benefits: Enjoy hybrid working, generous holiday allowance, and performance bonuses.
- Why this job: Kickstart your career in financial services with a clear path to becoming a Mortgage Broker.
- Qualifications: Customer-oriented with strong communication skills; previous client-facing experience preferred.
- Other info: Participate in an 18-month development programme leading to the CeMAP qualification.
The predicted salary is between 24000 - 38000 £ per year.
Location: Hinckley, Leicestershire
Hours of Work: 40hrs/week – Monday - Friday (Hybrid or Remote)
Salary: £24k (OTE circa £38K)
We are looking for a proactive and customer-centric Client Services Advisor to become a vital part of our growing team with an ambition to develop into a Mortgage Broker. 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.
To help you advance in your career, we offer an 18-month structured development programme, providing comprehensive exposure to all facets of financial services with a clear pathway to becoming a Mortgage Broker upon completion.
The Role- Client Support: Serve as the first point of contact for clients, addressing inquiries, and providing exceptional service.
- Sales Development: Using your skills and experiences in sales, build robust relationships with Yopa Estate Agency clients, securing financial services appointments and identifying opportunities to introduce clients to our range of products and services, supporting the growth of our business.
- Appointment Setting: Manage and schedule appointments for clients in partnership with our team of brokers.
- Administration: Handle administrative tasks efficiently, including document management, data entry, and maintaining accurate client records to ensure cases are completed efficiently and in line with FCA regulations.
- Career Progression: Participate in our structured 18-month development programme, designed to equip you with the skills and knowledge needed to transition into a fully qualified mortgage broker role, including the completion of the CeMAP qualification.
- Customer-Oriented: A passion for delivering outstanding customer service and a positive client experience.
- Communication Skills: Excellent verbal and written communication skills across all stakeholders.
- Attention to Detail: Strong organizational skills with the ability to manage multiple tasks efficiently and on time.
- Sales Talent: A natural ability to identify opportunities and drive contributions to business growth.
- Ambition: A desire to build a long-term career with a clear pathway to becoming a Mortgage Broker if hitting the desired metrics.
- Experience: Previous experience in a client-facing role, ideally within financial services or sales, is desirable.
- 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 the initial probationary period.
- Wellbeing discounts - across food, retail, and travel.
- Generous holiday allowance - to switch off and relax.
- Performance bonuses - to increase earning potential.
- Company socials - to get away from the everyday and celebrate our successes.
Good luck!
Trainee Mortgage & Protection Advisor (Scout Financial Services) Business Development · · Hybri[...] employer: YOPA Property Limited
Contact Detail:
YOPA Property Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Mortgage & Protection Advisor (Scout Financial Services) Business Development · · Hybri[...]
✨Tip Number 1
Familiarise yourself with the mortgage and protection sector. Understanding the basics of financial services will not only boost your confidence but also impress the hiring team at Scout Financial Services.
✨Tip Number 2
Network with professionals in the financial services industry. Attend local events or join online forums to connect with current mortgage brokers and advisors, which can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your customer service skills in any interactions you have with the company. Whether it's through social media or during networking events, showing your passion for client satisfaction can set you apart from other candidates.
✨Tip Number 4
Research Scout Financial Services thoroughly. Knowing their values, mission, and recent achievements will help you tailor your conversations and show genuine interest in becoming part of their team.
We think you need these skills to ace Trainee Mortgage & Protection Advisor (Scout Financial Services) Business Development · · Hybri[...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and sales. Emphasise any previous roles where you interacted with clients or worked in financial services, as this will show your suitability for the Trainee Mortgage & Protection Advisor position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your ambition to become a Mortgage Broker. Mention specific skills that align with the job description, such as communication skills and attention to detail, to demonstrate your fit for the role.
Highlight Your Ambition: In your application, express your desire for career progression and your enthusiasm for the structured development programme. This shows that you are committed to growing within the company and are eager to take on the challenges of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at YOPA Property Limited
✨Show Your Customer-Centric Attitude
Since the role is all about providing exceptional client service, make sure to highlight your passion for helping customers. Share specific examples from your past experiences where you went above and beyond to assist clients.
✨Demonstrate Your Sales Skills
The position requires a knack for identifying sales opportunities. Prepare to discuss any previous sales experience you have, focusing on how you built relationships and secured appointments. Use metrics to showcase your success if possible.
✨Highlight Your Communication Skills
Excellent verbal and written communication is key in this role. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few questions to ask the interviewer to demonstrate your engagement and communication prowess.
✨Express Your Ambition for Career Progression
Scout Financial Services is looking for someone who is eager to grow into a Mortgage Broker. Be sure to convey your long-term career goals and how this role fits into your plans. Discuss your willingness to participate in the structured development programme.
