Client Services Advisor

Job description

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: - 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 your 1-31 system to keep in regular contact with customers at all times. - Focus efforts and actions on achieving mutually agreed business targets. - What you need to bring to the table: - Demonstrable track record of success and knowledge within customer service - A reputation f...