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Mortgage Advisor


Home : Finance : Greater London : Job No. 28752


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The Role

The primary responsibilities are focused on a number of key areas:

Customer Service:

Taking ownership for and quickly identifying and meeting customer needs, making effective use of prompts and alerts
Optimising customer potential and supporting 'cross channel' working (i.e. branch, telephone, internet) by delivering a consistent, seamless customer service
Accurately gathering and using customer information, fully utilising the available tools and systems, and looking for opportunities to provide additional service and exceeding customer expectations
Taking ownership for customer feedback, resolving any complaints according to best practice

Sales:

Defining and agreeing personal business plans to achieve sales targets
Achieving sales targets by providing suitable advice on home buying solutions and customer assisted choice on other financial solutions
Developing and maintaining customer relationships, maximising all sales opportunities and making appropriate referrals to other colleagues or channels
Regularly and accurately reporting sales performance and forecasting activity to the line manager
Pro-actively seeking own business by engaging with both potential and existing customers, either face-to-face or on the telephone

Your are also responsible for:

Taking ownership for your personal development and training needs, ensuring your personal knowledge and skills develop in line with current and future business requirements
Ensuring your knowledge of financial solutions, regulatory requirements and Group products/divisions are maintained

Must have Ce Map experience. Be able to privide evdence of a proven sales and customer services record, as well as being a strong team player with experience of self-motivation.


Contact Matthew Sealy
Ref nb
Email msealy@kellyservices.co.uk
Address 1st Floor, St Johns House, 2-10 Queens Street. Manchester.
M2 5JB
Telephone 020 7836 3765
Fax 020 7240 2994

Date Posted

Mon 22 Sep 2003

Job Type

Permanent

Job Status

Full-time

Job Reference

YOOO9

Location

NW. london

Salary

24K plus commision

Skills

CeMap qualified advisors.

Company Name

Kelly Financial Services

Contact Name

Matthew Sealy

Contact Telephone

020 7836 3765

Company Address

82-83 The Strand
London
WC2R 0DW

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