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Embrace Financial Services, which has existed in Exeter since 1989 have an exciting opportunity for a Trainee Customer Service Consultant to join our busy City Centre office.

We have a network of Mortgage and Protection advisors working throughout the UK, helping clients find the best mortgage and protection products for them. The role of a Customer Tracking Support Consultant is To proactively manage Mortgage and/or Protection appointments through to applications after meeting with one of Embrace's Advisors.

Working at Embrace Financial Services as a Customer Service Consultant, you will receive

• Annual salary of £19,000 - £21,000
• 20 days holiday (plus bank holidays) Holiday entitlement increases by 1 day per full calendar year of service up to a maximum of 25)
• The opportunity to work Hybrid after successful completion of probation. Hybrid working will be 3 days in the office in Exeter, 2 days home working.
• Numerous employee benefits which include a company pension scheme, share buying and saving schemes along with several additional employee discounts.

In the role of a Customer Service Consultant, you will be responsible for;

• Managing Financial Services appointments generated by the business for our Financial Consultants through to application by proactively using the diary system to ensure appropriate appointments followed up.
• Effectively manage Financial Consultants tracking pipeline and proactively chase parties in order to provide appropriate updates.
• Ensure all customer information if recorded accurately on all systems
• Meet agreed individual targets and work towards team goals
• Maintain and develop customer relationships
• Comply with all legislation, company standards and procedures

• Delivering results
• Excellent customer service skills
• Problem Solving
• Team Working
• Effective communication
• Adherence to processes and service standards
• Knowledge and/or understanding of Insurance /Mortgages/ Financial Services / Estate Agency
• Good Oral Communication Skills / Excellent Telephone Manner
• Broad IT Experience

Addtional Information

• 37.5 hour contract per week. Team covers the hours between 08.30 am to 17:30 pm Monday to Friday. (One week 08:30am – 17:00pm the next week 09:00am – 17:30pm)
• Dress code – smart casual with dress down Fridays
• The opportunity to work Hybrid after successful completion of probation. Hybrid working will be 3 days in the office in Exeter, 2 days home working.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know.

Due to the anticipated high volume of applications for this post we cannot, unfortunately, respond to them all. If you do not hear from us, therefore, please assume that your application had been unsuccessful on this occasion but be assured that we will keep your application on file should any similar roles be available in the future.