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Client Services Consultant

CareerStone
Posted 21 hours ago, valid for 12 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The client is a prestigious Mortgage & Protection Brokerage in London seeking a Client Services Consultant.
  • Candidates should have experience in client service and a passion for the financial services industry.
  • The role offers a competitive base salary that increases with progression and a comprehensive benefits package.
  • Applicants should be motivated team players with strong attention to detail and administration experience.
  • A minimum of two years of relevant experience is preferred for this position.

Are you passionate about providing exceptional client experiences? Do you thrive in a dynamic and fast-paced environment? If so, we have the perfect opportunity for you!

Our client is one of London's most prestigious Mortgage & Protection Brokerages that have been market leaders for over 20 years. With a fantastic client base and year on year growth they continue to provide the very best financial advice to their clients across the UK. We are currently looking for a Client Services Consultant to join the team where you'll have the opportunity to develop a very successful career in financial services.

Responsibilities Include:

  • Respond to client enquiries introducing advisers in a timely and professional manner
  • Input all prospective leads onto the database, capturing the data accurately
  • Process and log all client feedback and report on any issues identified
  • Monitor adviser contact with existing clients and prospective clients
  • Help monitor review dates and activity following deadlines
  • Monitor and report back on adviser workflow activity

What We're Looking For

  • Individuals that have a passion for the financial services industry and who want to develop their career
  • Experience of dealing with clients and providing excellent levels of service
  • Team players that want to work towards a common goal
  • Motivated and hard working - this is a busy London brokerage with lots of business to handle
  • Attention to detail and administration experience

What We Can Offer

- A base salary dependent upon experience. Base salary will continue to rise with progression.

- A very competitive benefits package including generous holiday entitlement, death in service, company pension scheme and access to hundreds of discounted perks including holidays, shopping, food & drink vouchers and much more

- Hybrid working

- The opportunity to work for a highly respected, well known Financial Advisory Business

- A thorough training programme that will provide you with lifelong formal qualifications within the Financial Services Industry

- A genuine long term career path where you can become a fully fledged financial adviser

- A passionate team within a fantastic working environment

If the above sounds like it might be of interest and you meet the requirements above, please apply today to find out more.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.