Overview
Our Values
Position: Client Services Advisor
Company: Just Mortgages
Reports to: Financial Services Director
OTE: £35,000
A day in the life of a Lead Generator
1. Make contact with all leads provided with a view to arranging an appointment with a mortgage and protection advisor.
2. Ensure all appointments are confirmed with the customer and mortgage advisor using the pre confirmation process.
3. Ensure all appointments are booked using the outlook diary system for the appropriate Mortgage Adviser or New Build Specialist.
4. Maximise all opportunities for mortgage appointments from the leads provided
5. Ensure the development and maintenance of excellent adviser and management team relationships
6. Work as part of the Client Services Team to assist the Operations Manager in development of new projects and working relationships.
7. Develop and maintain a good level of mortgage knowledge.
8. Regular use of your 1-31 system to keep in regular contact with customers at all times.
9. Focus efforts and actions on achieving mutually agreed business targets.
10. What you need to bring to the table
11. Demonstrable track record of success and knowledge within customer service
12. A reputation for delivering outstanding customer service
13. Enthusiasm to learn and continuously develop your knowledge and skills to drive your career within the Financial Services industry
14. Passionate about Just Mortgages, our values and processes
15. A hunger to earn. A drive to work hard and reap the rewards from your dedication
16. As a Client Services Adviser, we would expect you to; be able to communicate confidently and identify remortgaging needs for our clients
The finer details
To be eligible to proceed in our recruitment process, you will need:
17. Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006)
18. We’ll need evidence of your right to work in the UK, in the form of:
19. Passport/Birth Certificate
We will also need
20. Proof of Address
21. National Insurance