Client Services Consultant

4 days ago


London, United Kingdom CareerStone Full time

Job DescriptionSeeking an ambitious Mortgage Services Consultant for a market leading Financial Services Brokerage - Genuine Long Term Prospects and Fantastic Working Environment. Base salary + generous bonus scheme.Our client is leading Advisory business that offers expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection and financial planning. With a friendly and successful environment, they are looking to welcome a new Mortgage Services Consultant into the team - Please read below and Click Apply if you feel you have the necessary experience.The RoleYou’ll speak with existing clients, explaining services such as conveyancing, surveys, insurance and home-mover support. Your job is to guide them, outline timelines and costs, and book appointments with specialist teams (internal and third-party).No prospecting or cold-calling is required.You’ll liaise with advisers, organise diaries, log appointments, and ensure every client receives a friendly, professional experience.The PersonYou’ll have at least 1 year of customer service experience, ideally in mortgages, protection, or another regulated financial services environment. You should be:Confident on the phon...



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