Role Overview
This is a dual role combining traditional estate agency responsibilities with customer-facing support for Principality Building Society. The successful candidate will play a key part in helping clients buy, sell, let, and rent property, while also providing guidance on savings products and account management.
Key Responsibilities
Estate Agency Duties
* Registering applicants and managing enquiries
* Booking and conducting property viewings
* Supporting vendors and landlords with the marketing and sale/let of their property
* Liaising with buyers, sellers, landlords, and tenants throughout the sales and lettings process
* Managing CRM systems and keeping records up to date
* Assisting with the creation of property listings, brochures, and online marketing
* Delivering excellent customer service at every stage of the journey
Principality Building Society Duties
* Providing face-to-face customer service for savings account holders
* Opening and managing savings accounts in accordance with compliance and regulatory standards
* Processing deposits, withdrawals, and account changes
* Explaining savings products and account options clearly to customers
* Ensuring security and accuracy in all financial transactions
* Maintaining up-to-date knowledge of Principality products and procedures
* Supporting regular audits and compliance checks
Person Specification
* Previous experience in estate agency or financial services preferred
* Excellent communication and interpersonal skills
* Strong organisational and administrative abilities
* High attention to detail and accuracy
* Confidence in using IT systems and databases
* Customer-focused with a proactive and positive attitude
* Comfortable working independently and as part of a team
* A full UK driving licence and access to a vehicle is essential
What We Offer
* A supportive and friendly working environment
* Opportunities for career development and training
* The chance to be part of a respected local business with deep community roots
* Varied and interesting role combining property and financial services
Job Types: Full-time, Permanent
Pay: From £25,000.00 per year
Work Location: In person