Client Services Consultant

2 weeks ago

London, Greater London, United Kingdom CareerStone Full time
Are you passionate about providing exceptional client experiences? Do you thrive in a dynamic and fast-paced environment? If so, we have the perfect opportunity for you

Our client is one of London's most prestigious Mortgage & Protection Brokerages that have been market leaders for over 20 years. With a fantastic client base and year on year growth they continue to provide the very best financial advice to their clients across the UK. We are currently looking for a Client Services Consultant to join the team where you'll have the opportunity to develop a very successful career in financial services.

Responsibilities Include:
  • Respond to client enquiries introducing advisers in a timely and professional manner
  • Input all prospective leads onto the database, capturing the data accurately
  • Process and log all client feedback and report on any issues identified
  • Monitor adviser contact with existing clients and prospective clients
  • Help monitor review dates and activity following deadlines
  • Monitor and report back on adviser workflow activity
    What We're Looking For
    • Individuals that have a passion for the financial services industry and who want to develop their career
    • Experience of dealing with clients and providing excellent levels of service
    • Team players that want to work towards a common goal
    • Motivated and hard working - this is a busy London brokerage with lots of business to handle
    • Attention to detail and administration experience
      What We Can Offer

      - A base salary dependent upon experience. Base salary will continue to rise with progression.

      - A very competitive benefits package including generous holiday entitlement, death in service, company pension scheme and access to hundreds of discounted perks including holidays, shopping, food & drink vouchers and much more

      - Hybrid working

      - The opportunity to work for a highly respected, well known Financial Advisory Business

      - A thorough training programme that will provide you with lifelong formal qualifications within the Financial Services Industry

      - A genuine long term career path where you can become a fully fledged financial adviser

      - A passionate team within a fantastic working environment

      If the above sounds like it might be of interest and you meet the requirements above, please apply today to find out more.

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