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Client Services Advisor
2 months ago
We are seeking a highly motivated and customer-focused Client Services Advisor to join our team at Yopa Estate Agency. As a key member of our growing team, you will play a vital role in guiding our clients through their financial journey, providing exceptional support and service every step of the way.
Key Responsibilities- Client Support: Serve as the first point of contact for clients, addressing inquiries and providing outstanding service.
- Sales Development: Utilize your sales skills and experience to build robust relationships with clients, securing financial services appointments and identifying opportunities to introduce clients to our range of products and services.
- 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 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 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
