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vacany details

client service adviser

salary: Starting base salary of £25,000 - £29,000 OTE 

location: hybrid - London SE1/home

the company

We are recruiting for one of London's largest and most prestigious whole of market Independent Mortgage & Protection Brokers.

As a highly respected name in the market, they provide mortgage/protection advice and complementary products to individuals/employees within major FTSE250 corporations. With a reputation built on trust and outstanding service they have continued to grow year on year, and as such are currently seeking a personable Client Service Adviser to join their organisation.

the position:

As Client Services Adviser you’ll be responsible for communicating with both existing and new clients, informing them of additional products/services available alongside their mortgage and scheduling appointments with the relevant specialist advisers.

To be a successful Client Service Adviser, you’ll need be goal orientated and have a solid understanding of the sales process.

key requirements

  • Proven experience as an appointment setter, new business sales exec, telesales representative, or similar (ideally within the mortgage/protection industry)

  • Significant experience of providing a superior level of customer serviceover the phone

  • Excellent verbal and written communication skills

  • Exceptional time management & prioritisation skills.?

  • Excellent attention to detail and methodical approach?

  • Highly competent in using a wide range of IT software and industry applications (Previous experience of Bluecoat/Finplan is an advantage but not essential as training will be given.)

  • Results orientated with a commitment to continued professional development


  • A thorough onboarding program and continual support

  • Continual warm leads that will give you access to professionals that work for some of the biggest companies in the country

  • 9am - 5:30pm (5pm on Fridays) working hours and the ability to work from home

  • An inclusive, team orientated business that strives to succeed and stand out in the industry


Apply now by sending your CV or call CareerStone for an informal chat today.

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