CLIFTON PRIVATE FINANCE

Responsibility

• give an excellent mortgage & protection advice experience to all clients
• give an excellent second-charge mortgage service to all clients
• be part of a team where there is a culture of sharing knowledge and celebrating success
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• working with the Head of International to empower knowledge share and a positive team atmosphere among brokers and other staff
• working with the Head of Mortgages to empower knowledge share and a positive team atmosphere among brokers and other staff
• ad hoc meetings with directors to discuss progress and ongoing opportunities

Requirements

• natural rapport builder
• ability to work well under pressure
• required - minimum of 3 years mortgage advice experience
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• dedicated, focused
• required - minimum of 2 years second charge mortgage advice experience
• required - minimum of 5 years mortgage advice experience
• previous self-employed experience an advantage
• team player
• A proven and successful record in 2nd charge mortgage sales
• A proven and successful record in mortgage & protection sales
• able to think independently and creatively
• used to working effectively under pressure and to financial targets
• drive and enthusiasm
• excellent communication skills particularly on the telephone, and a clear ability to build rapport and long-term relationships with clients
• experience in dealing with HNW clients, and complex income scenarios an advantage
• experience in dealing with HNW clients, and complex income/asset related scenarios an advantage
• experience in dealing with HNW clients, and complex income/asset related scenarios
• excellent client service standards
• accuracy and an eye for detail
• experience working with expats and foreign nationals an advantage
• first class planning and organisational skills
• experience in offering and delivering excellent client service standards
• strong time management skills
• excellent product knowledge and quick to learn about new products and services
• second charge mortgage advice: 2 years
• mortgage advice: 3 years
• mortgage broking: 5 years
• mortgage advice: 5 years
• self-starter with a lot of initiative, an enthusiastic can-do attitude and the flexibility and desire to grow in a fast paced, supportive company
• self-starter with a lot of initiative, an enthusiastic can-do attitude and the flexibility and desire to grow in a fast-paced, supportive company

Earnings for position mortgage advisor

Responsibility

• give an excellent mortgage & protection advice experience to all clients
• give an excellent second-charge mortgage service to all clients
• be part of a team where there is a culture of sharing knowledge and celebrating success
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• working with the Head of International to empower knowledge share and a positive team atmosphere among brokers and other staff
• ad hoc meetings with directors to discuss progress and ongoing opportunities

Requirements

• natural rapport builder
• ability to work well under pressure
• required - minimum of 3 years mortgage advice experience
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• dedicated, focused
• required - minimum of 2 years second charge mortgage advice experience
• previous self-employed experience an advantage
• team player
• A proven and successful record in 2nd charge mortgage sales
• A proven and successful record in mortgage & protection sales
• able to think independently and creatively
• used to working effectively under pressure and to financial targets
• drive and enthusiasm
• excellent communication skills particularly on the telephone, and a clear ability to build rapport and long-term relationships with clients
• experience in dealing with HNW clients, and complex income scenarios an advantage
• experience in dealing with HNW clients, and complex income/asset related scenarios an advantage
• excellent client service standards
• accuracy and an eye for detail
• experience working with expats and foreign nationals an advantage
• first class planning and organisational skills
• experience in offering and delivering excellent client service standards
• strong time management skills
• excellent product knowledge and quick to learn about new products and services
• second charge mortgage advice: 2 years
• mortgage advice: 3 years
• self-starter with a lot of initiative, an enthusiastic can-do attitude and the flexibility and desire to grow in a fast paced, supportive company
• self-starter with a lot of initiative, an enthusiastic can-do attitude and the flexibility and desire to grow in a fast-paced, supportive company

Earnings for position mortgage advisor

Responsibility

• give an excellent advice experience to all clients
• develop a Private Client team
• develop an International team
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• empowering knowledge share and team atmosphere among brokers and other staff
• lead by example
• oversight and Quarterly 1-1s with up to x5 advisers
• ad hoc meetings with directors to discuss progress and ongoing opportunities

Requirements

• natural rapport builder
• ability to work well under pressure
• minimum of 5 years mortgage advice experience
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• dedicated, focused
• A proven and successful record in mortgage related sales and paid business
• team player
• used to working effectively under pressure and to financial targets
• able to think independently and creatively
• experience in dealing with HNW clients, and complex income/asset related scenarios
• experience in dealing with ex pat and foreign national client scenarios
• excellent communication skills particularly on the telephone, and a clear ability to build rapport and long-term relationships with clients
• drive and enthusiasm
• experience in offering and delivering excellent client service standards
• excellent client service standards
• accuracy and an eye for detail
• protection advice experience preferred
• first class planning and organisational skills
• first class planning and organisational skills, strong time management skills
• experience of developing a team and/or working within a team preferred
• strong time management skills
• excellent product knowledge and quick to learn about new products and services
• mortgage: 5 years
• self-starter with a lot of initiative, an enthusiastic can-do attitude and the flexibility and desire to grow in a fast paced, supportive company

Responsibility

• the role of the customer success manager is critical to the ongoing growth and development of our business
• you’ll develop a deep understanding of our products and services and be able to effectively communicate their value to customers
• become an active part in the care of clients and be wholly familiar with their individual journeys
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• work closely with our team of brokers and partner companies to ensure clients’ needs are met, ensuring an excellent customer experience
• you will have input on a range of business activities, including how we develop some of our finance services - and other factors outside of what you would typically expect in a Customer Success role
• you will be the first point of contact with our clients and be able to explain and champion why our range of finance services meet their individual requirements
• work alongside our client contact team and marketing department to ensure ongoing customer success, thereby driving customer growth and retention
• as you build rapport and onboard new clients, you’ll ensure they are matched with the right solution provided by our company, guiding them to the next stage in their customer journey
• using our advanced CRM tools to engage, delight and onboard new clients, you will actively look for ways to improve the service we deliver

Requirements

• bachelor's degree or equivalent experience
• at least 2 years’ experience in customer success
• demonstrated ability to increase customer satisfaction
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• customer-first mindset
• excellent communication skills, both verbal and written
• A marketing and sales mindset
• ability to recognize and maximise business value
• active listening
• ability to problem solve and think on your feet
• able to quickly build confidence in our brand
• proficient using PC based software and CRM/customer success software tools
• customer relationship management: 3 years
• sales: 1 year
• confident telephone manner
• experience of building and managing complex relationships
• A team player

Requirements

• 2-4 years of experience in a CRM and/or digital role
• excellent problem-solving and analytical skills
• technical digital knowledge in SEO, PPC and CRO
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• high level of organisational skills and a collaborative approach
• in-depth experience using industry technology, including Google Tools and SEO software
• ability to train and develop learning in others
• strong content marketing track record and a demonstrable level of skill
• ability to think and work independently and creatively, as well as part of a team
• strong track record of developing email communication strategies
• accuracy and an eye for detail
• proven experience in developing new ideas around business process automation, and successfully managing operational and customer experience improvement projects
• ability to work well under pressure
• experience in data management and governance with a clear understanding of best practice
• quick to learn about new products and services
• experience troubleshooting and triaging software issues
• excellent verbal communication, data driven analytics and reporting presentation skills
• understanding and experience of integrating different technologies
• excellent working knowledge of on-page SEO
• working knowledge of HTML desirable