Financial Services Associate
3 weeks ago
We are seeking a highly motivated and customer-centric individual to join our team as a Financial Services Associate. 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 every step of the way.
This is an exceptional opportunity for individuals who are passionate about building a successful career in financial services. In this role, you will be instrumental in delivering outstanding customer service and driving business growth.
The ideal candidate will have a natural ability to identify opportunities and drive contributions to business growth. Previous experience in a client-facing role, ideally within financial services or sales, is desirable.
Key Responsibilities:
- Client Support: Serve as the first point of contact for clients addressing inquiries and providing exceptional service.
- Sales Development: Using your skills and experiences in sales build robust relationships with Yopa Estate Agency clients securing financial services appointments and identify opportunities to introduce clients to our range of products and services supporting the growth of our business.
- 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.
Benefits:
- 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 bonus to increase earning potential
- Company socials to get away from the everyday and celebrate our successes
Estimated Salary: £24,000 (OTE circa £36,000)
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