Client Services Advisor / Trainee Mortgage Broker

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 Support

• Act as the first point of contact for client enquiries
• Deliver exceptional service and a positive experience across every touchpoint

Sales Development

• Use your sales skills to build relationships with Yopa clients
• Book financial services appointments and introduce relevant products and services

Appointment Scheduling

• Coordinate and manage appointments for our broker team
• Ensure seamless client handovers and diary accuracy

Administration

• Maintain up-to-date client records and process documentation
• Support case completion in line with FCA compliance standards

Career Progression

• Join our structured 18-month development programme
• Complete your CeMAP qualification, with full support from our team
• Transition 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 Career-Minded - You're motivated by progression and long-term success? Experience: Previous client-facing experience, ideally in sales or financial services, is desirable - but not essential

Life at Scout

• Dedicated training and development on your Mortgage broker journey
• Service discounts - for you your family and friends!
• Sickness & mental health support - to provide you with peace of mind
• Refer-a-friends bonus scheme - if you recommend us as a place to work
• Hybrid working - to support flexibility after initial probationary period.
• Wellbeing discounts - across food, retail and travel
• Generous holiday allowance - to switch off and relax
• Performance bonus' - to increase earning potential
• Company socials - to get away from the everyday and celebrate our successes

Good luck!