Hybrid role: 3 days office-based in Waterloo, 2 days home-based
Salary: Up to £27,000 DOE + up to £4,000 performance-based bonuses
Benefits: Generous holiday entitlement, pension scheme, death in service, and access to hundreds of discounted perks including holidays, shopping, and more.
About the Role
We’re recruiting for a Mortgage Client Consultant to join a busy and vibrant Client Services team. This role is all about guiding clients through their mortgage journey and ensuring they have access to the additional services they need, such as conveyancing, surveys, insurance, and home mover support.
You’ll provide a friendly, professional, and personalised experience over the phone, explaining the benefits of each service, timelines, and any associated costs. You’ll also arrange appointments with specialist teams and log bookings accurately on the central system.
This is a telephone-based role with full support from an internal marketing team—no prospecting required.
What We’re Looking For
*Minimum 1 year in a client/customer service role (financial services experience desirable).
*Sales-driven and motivated by targets, with proven ability to meet KPIs.
*Excellent verbal communication and telephone etiquette.
*Strong interpersonal skills and ability to build rapport quickly.
*Good working knowledge of Microsoft Office.
*Enthusiastic, positive, and keen to develop within a growing, dynamic business.
Experience in a regulated financial services environment is a plus, but not essential as full training will be provided.
What’s on Offer
*Competitive salary: £27,000 p.a. + bonuses (OTE up to £31,000).
*Hybrid working: 3 days in the London office, 2 days remote.
*Supportive, forward-thinking team environment with career development opportunities.
If you’re passionate about delivering exceptional service and want to join a thriving financial services business, apply now with your CV.