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Are you a driven individual with a passion for customer service and a desire to grow within the financial services industry? This is your chance to work with a leading financial services firm that specialises in mortgages and protection, helping clients secure their future with the right advice.About the CompanyThis forward-thinking company has established itself as a trusted name in the financial services sector, helping thousands of clients navigate their mortgage and protection needs. With a focus on delivering exceptional customer service, they provide tailored financial solutions to ensure that their clients are protected for the future. The team thrives on collaboration, and they are dedicated to supporting their employees in developing their skills and advancing their careers.About the Mortgage Client Services RoleAs a Client Services professional, you will play a vital role in the customer journey. This role is perfect for someone with tele-sales skills and a background in mortgages, who enjoys engaging with clients over the phone. Your primary responsibility will be to make outbound calls to existing clients, qualify them for protection advice, and book appointments with financial advisers.Mortgage Client Services Key Responsibilities
- Make outbound calls to existing clients, identifying their protection needs and qualifying them for adviser appointments.
- Engage with clients in a professional and friendly manner, ensuring a high level of customer satisfaction.
- Manage and update client records in the company’s CRM system to ensure accurate and up-to-date information.
- Coordinate appointments between clients and advisers, ensuring seamless communication and efficient scheduling.
- Maintain strong product knowledge in both mortgages and protection to offer basic information to clients before their adviser meetings.
- Collaborate with the advisory team to ensure a smooth handover of qualified leads.
The Mortgage Client Services Package
- Salary of £25k
- Excellent training and support to help you progress within the financial services sector
- Opportunities for career growth and development
- A collaborative and supportive working environment
- Regular team incentives and rewards for performance
- Flexible working options based on company requirements
Mortgage Client Services Skills and Experience Required
- Previous experience in a client-facing or tele-sales role, preferably within the mortgage or financial services industry
- A basic understanding of mortgage products and protection services
- Strong communication skills, with the ability to build rapport and engage clients over the phone
- Excellent organisational skills and attention to detail
- Ability to work independently while contributing to team goals
- A proactive approach with a willingness to learn and develop
Why Apply?This is more than just a customer service role - it’s an opportunity to grow within a company that invests in your development. You’ll be working in a dynamic and supportive environment, where your contributions will make a real difference.If you’re passionate about helping people secure their financial future and want to build a rewarding career in the financial services sector, we’d love to hear from you!
