Client Services Advisor

Position:
Client Services Advisor

Company:
Just Mortgages

Reports to:

Financial Services Director

OTE: £35,000

• Make contact with all leads provided with a view to arranging an appointment with a mortgage and protection advisor.
• Ensure all appointments are confirmed with the customer and mortgage advisor using the pre confirmation process.
• Ensure all appointments are booked using the Outlook diary system for the appropriate Mortgage Adviser or New Build Specialist.
• Maximise all opportunities for mortgage appointments from the leads provided.
• Ensure the development and maintenance of excellent adviser and management team relationships.
• Work as part of the Client Services Team to assist the Operations Manager in development of new projects and working relationships.
• Develop and maintain a good level of mortgage knowledge.
• Regular use of the 1-31 system to keep in regular contact with customers at all times.
• Focus efforts and actions on achieving mutually agreed business targets.

• Demonstrable track record of success and knowledge within customer service.
• A reputation for delivering outstanding customer service.
• Enthusiasm to learn and continuously develop your knowledge and skills to drive your career within the Financial Services industry.
• Passionate about Just Mortgages, our values and processes.
• A hunger to earn. A drive to work hard and reap the rewards from your dedication.
• As a Client Services Advisor, you would be able to communicate confidently and identify remortgaging needs for our clients.

• Legal entitlement to live and work in the UK (in accordance with the Immigration, Asylum and Nationality Act 2006).
• Proof of right to work in the UK:
  Passport or Birth Certificate.

• Proof of Address.
• National Insurance.