Job Description

Overview

Our Values

Position: Client Services Advisor

Company: Just Mortgages

Reports to: Financial Services Director

OTE: £35,000

A day in the life of a Lead Generator

  • Make contact with all leads provided with a view to arranging an appointment with a mortgage and protection advisor.
  • Ensure all appointments are confirmed with the customer and mortgage advisor using the pre confirmation process.
  • Ensure all appointments are booked using the outlook diary system for the appropriate Mortgage Adviser or New Build Specialist.
  • Maximise all opportunities for mortgage appointments from the leads provided
  • Ensure the development and maintenance of excellent adviser and management team relationships
  • Work as part of the Client Services Team to assist the Operations Manager in development of new projects and working relationships.
  • Develop an...

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