CLIFTON PRIVATE FINANCE is looking for employees for positions:
customer service representative
Working hours
full-time | Permanent
Salary
salary
Education
A-Level or equivalent
Responsibility
we will provide full training
your key responsibilities as a Client Service Executive will include: - First point of contact for all client queries – validate new business enquiries; build relationships with clients over email, phone and our website online chat; Add client details to our Company database; Communicate with internal staff
Requirements
customer service: 1 year
client manager
Working hours
permanent
Salary
salary
Education
A-Level or equivalent
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
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
Requirements
bachelor's degree or equivalent experience
at least 2 years’ experience in customer success
demonstrated ability to increase customer satisfaction
customer-first mindset
excellent communication skills, both verbal and written
A marketing and sales mindset
ability to recognize and maximise business value
active listening
digital marketing manager
Working hours
full-time
Salary
salary
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
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
mortgage adviser
Working hours
full-time | Permanent
Salary
salary
Requirements
natural rapport builder
ability to work well under pressure
minimum of 5 years mortgage advice experience
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
Responsibility
give an excellent advice experience to all clients
develop a Private Client team
develop an International team
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
mortgage advisor
Working hours
full-time
Requirements
natural rapport builder
ability to work well under pressure
required - minimum of 3 years mortgage advice experience
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
Salary
salary
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
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
mortgage advisor
Requirements
natural rapport builder
ability to work well under pressure
required - minimum of 3 years mortgage advice experience
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
Salary
salary
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
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