Client Services Consultant

4 days ago

Slough Berkshire, United Kingdom CareerStone Full time

Seeking 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 Role You'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 Person You'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 phone with strong communication skills Service-driven, personable, and able to build rapport Motivated by targets and comfortable working efficiently Keen to upskill, contribute to team improvements, and deliver excellent client outcomes Good Microsoft Office skills are required. Full training on services and objection handling will be provided. Highlights for the Successful Mortgage Administrator / Paraplanner - Bespoke training plan in order to develop you into a fully fledged adviser if that's your chosen route - Generous Quarterly Bonus - Generous Holiday entitlement - Hybrid Working - Company pension scheme and full corporate benefits - All expenses paid incentives including Summer / Christmas Parties - Fantastic team ethic- You will be welcomed into a dynamic, diverse and friendly team from day one If you feel like this could be a good fit and would like to find out more, please Apply Today

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