SBG are the market leader in retail financial advice, helping Financial/Mortgage Advisers to advise their customers (the end consumer) in the best possible way. The Group is made up of three individual brands; Sesame, Bankhall and PMS. You will provide first line support to Sesame network and PMS members, in line with service standards and department or business objectives. Provide compliance guidance to all network members and support service requests. To keep up to date with the mortgage market to deliver a first class service to all Mortgage Desk users. What is a typical day like? You would be taking calls from PMS and Sesame members, delivering a first class inbound telephone service and suggesting suitable lenders that will fit their clients’ needs selected from a panel of approximately 60 different providers. It’s important to be right first time and to quickly understand and establish the nature of the caller’s enquiry as technical terminology may be used. You will also provide technical advice and support to members and clients, in line with FCA rules/regulation, network rules, financial crime, data protection and any other pertinent law or regulation. You will be required to update our CRM to record relevant conversations and therefore must possess good admin and IT skills. You will also be responding to email enquiries in an efficient and timely manner and be responsible for looking after a number of lender relationships. We operate a system of criteria grid ownership, therefore you will be responsible for maintaining and updating a number of these criteria grids on a daily basis with any relevant changes and cascading this information to the team. What skills and knowledge would you need to possess? We are looking for someone with good interpersonal communication skills to work efficiently and at a fast pace. Experience and in-depth knowledge of the mortgage market is preferred. The ability to learn quickly and have a positive can-do attitude is a must. You should be able to communicate well with the ability to build lasting personal relationships. Experience of fielding inbound telephone calls from customers is also essential. Why should you join the Adviser Helpdesk team....? You will work within a close-knit team where the success of the department depends upon a collaborative effort. Autonomy within the role allows you to fully manage your criteria grids and relationships with key brokers. What are the benefits? The starting salary is £21,900, alongside a host of voluntary benefits available to all staff here at SBG! There are further salary increases in the role, based on performance and achievement of an industry related qualification (with support from the business) ultimately taking the salary up to £24,400 per annum. We offer life assurance of 8 x annual salary, Employer Pension contribution and 27 days holiday, with the ability to purchase additional leave. You will also have full access to My Aviva Extras, Aviva Insurance discounts and Save as You Earn Schemes. Other Benefits:
Hybrid working between our Sale Office and home working
Internal training courses and Qualification support
Wellness programmes
Company events & social hours
SBG are committed to Treating Customers Fairly. As part of your role, it will be your responsibility to work within the principles of TCF which would be specific to your role and department. SBG are an equal opportunity employer, committed to ensuring representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. Applications are encouraged from all candidates and we would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable. If you think that you are suitable for this role, please apply now! Job Types: Full-time, Permanent Salary: £21,900.00-£24,400.00 per year Benefits:
Additional leave
Casual dress
Company events
Company pension
Cycle to work scheme
Employee discount
Free parking
Life insurance
On-site parking
Sick pay
Wellness programmes
Work from home
Schedule:
Day shift
Monday to Friday
Supplemental pay types:
Bonus scheme
Yearly bonus
Ability to commute/relocate:
Sale, M33 7RR: reliably commute or plan to relocate before starting work (required)
Education:
GCSE or equivalent (preferred)
Experience:
customer service: 1 year (required)
Work authorisation:
United Kingdom (preferred)
Reference ID: ADH 22
Benefits
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