Client Services Advisor

Overview

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.
• Proof of Address.
• National Insurance.

Equal Opportunities: 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.