Bank Holiday opening hours on Monday 6th May are 9 am – 1pm
- Position: Enquiry Support Adviser
- Type: Full-Time, Permanent Position
- Salary: - £24,000 per annuum DOE + bonus of £1 per call qualified and successfully transferred to adviser
- Location: Independent Mortgage Broker and Adviser Southampton
- Working Hours: Monday to Friday, WFH Option After Probation
Description
- Make outbound phone calls to prospective client in response to new enquiries with a view to booking/transferring the client for factfind appointments for the telephony-based mortgage advisers
- Make outbound calls to existing clients to ensure repeat business is secured
- Assist with other tasks to support the sales team
- Opportunity to progress to Trainee Mortgage Adviser position
Measures of Performance
- Number of factfind appointments created per month across the business
- Enquiry to Factfind conversion rate in percentage terms
- Achievement of agreed Key Performance Indicators
- Achievement of Compliance Standards
- Achievement of all other goals as designated by relevant management
Key Accountabilities
- Work to a ‘client contact model’ to optimise the number of clients passed to advisers, by contacting them in an efficient and prescribed manner.
- Act as the first point of contact with clients, and engage and encourage them towards a held factfind with the mortgage and/or protection advisers
- Responsibility for managing the adviser zone rota, to ensure that calls from clients are passed across promptly or booked and communicated.
- Develop and grow effective working relationships with the sales advisers.
- Work with the sales team to assist them in achieving their sales targets
- Responding promptly to, and with appropriate diligence in line with company procedures, any complaint received
- Adherence to all requirements as set out in the company’s Training & Development Manual. Responsible for keeping yourself updated on company policies
- To present a professional approach to a high standard of service quality and product knowledge, maintaining high standards of integrity, conduct and behaviour.
- To drive the business forward and respond positively to changes in business practise and objectives where it necessary from time-to-time.
- Consistently demonstrate placing the customer’s best interest at the heart of everything you do
- To self study towards the CeMap exams, and undertake self development towards the mortgage adviser role (if appropriate)
- Adherence to company policies i.e. FCA, Health & Safety, Statutory & Employment Laws
Key Competencies:
- Team player.
- Ability to work to tight deadlines.
- Works well under pressure.
- Good computer skills (Word, Excel & Microsoft Outlook).
- Sales and client focused.
- Results orientated.
- Good communicator.
- Good at planning and organisation.
- A passion for financial services and the mortgage market.
- Desire to progress towards a Mortgage Adviser role in the future (non-essen-
- tial)
- Ability to study and pass mortgage qualifications (non-essential)
Date posted: 21/03/2024
FULL_TIME 2030-01-01T00:00 GBP
Northam Road Southampton UK SO14 0PF
GBP Number 0 24000
John Charcol
Cutlers Exchange, 123 Houndsditch London EC3A 7BU
Our Packages
Self-Employed | Competitive commission rates with the option to work remotely or from one of our offices |
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For more information, contact:
recruitment@johncharcol.co.uk