Customer Relations Adviser / Trainee Mortgage Adviser

Pinstripe Personnel
Posted 79 days ago
18,000 - 22,000 per annum
Permanent, Full-time
Category - Financial Administrator

Customer Relations Adviser / Trainee Mortgage Adviser


£18,400 to £21,000

Due to ongoing growth, our client, a successful, award winning Mortgage Broker based in Edinburgh is now looking for a Customer Relations Adviser / Expert to join the team. This is key appointment as the role works very closely with the Mortgage Advisers and Management Team and is an integral part of the advisory service.

You will be the first point of contact for new clients and you will be responsible for establishing their requirements, confirming their contact information and setting up appointments with the Mortgage Adviser.

Responsibilities include,

- Initial data entry

- Responsible for maintaining robust, accurate and reliable MI

- Deliver outstanding customer service and experience at all times

- Follow pre-defined contact strategy

- Booking appointments into mortgage adviser diaries

- Responsible for daily communication with the mortgage adviser on case updates

- Set customer's expectations in terms of service and quality

- Represent the business in an exemplary manner in all areas

There is in the future, should you wish, the opportunity to progress on towards a Mortgage Adviser position within the business, full trianing is provided which would include the FCA Accredited Mortgage Advice qualification CeMAP.

In return you will receive a competitive salary and a benefits package. For more information please send your CV to Douglas McDougall.

Required skills/qualifications

Good Communication Skills Good Listening Skills Team Player