About

We are looking for a proactive and customer-centric Client Services Advisor to become a vital part of our growing team.This position offers an exceptional opportunity for individuals who are passionate about building a successful career in financial services. In this role, you will be instrumental in guiding our clients through their financial journey, providing essential support every step of the way.?? Key Responsibilities????? Client SupportAct as the first point of contact for client enquiriesDeliver exceptional service and a positive experience across every touchpoint?? Sales DevelopmentUse your sales skills to build relationships with Yopa clientsBook financial services appointments and introduce relevant products and services?? Appointment SchedulingCoordinate and manage appointments for our broker teamEnsure seamless client handovers and diary accuracy??? AdministrationMaintain up-to-date client records and process documentationSupport case completion in line with FCA compliance standards?? Career ProgressionJoin our structured 18-month development programmeComplete your CeMAP qualification, with full support from our teamTransition into a qualified Mortgage Broker role upon successful completion ?? About You?? Customer-Focused – You take pride in providing great service?? Excellent Communicator – Strong written and verbal skills?? Organised & Detail-Oriented – You manage your time and tasks with precision?? Sales-Driven – You spot opportunities and contribute to business growth<br