Client Services Advisor / Trainee Mortgage Broker

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 Up to circa £30,000 OTE (per annum) 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! Department Sales Support Remote status Fully Remote Benefits Hybrid Working Group Discounts Across Retail & Entertainment Paid Sick Leave Dedicated in-house Mental Health First Aiders Employee Referral Scheme Unlimited Learning & Development Opportunities Company Social Events About Yopa Yopa was founded in 2015, and it is now one of the largest estate agency brands in the UK. Our award-winning hybrid service has been named the best of its kind, and we’re rated ‘excellent’ by Trustpilot based on thousands of customer reviews.