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!