Job Description

The opportunity

The Right Advice is a family-run business offering whole of market mortgage and insurance guidance, tailored to the individual needs of our clients. Our customers are at the centre of everything we do, and our nationwide team of advisers work tirelessly to help turn their personal and financial ambitions into reality.

As a result of our continued growth, we are seeking a Customer Service Administrator to work closely alongside our advisers. The successful candidate will be based full-time at our office in Knowle, Solihull.

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Benefits of a Customer Service Administrator

Company Sick Pay Salary Sacrifice Pension Scheme Refer a Friend Scheme Refer an Adviser Scheme A friendly, motivated team and a supportive working environment Office closure over Christmas Open and communicative relationship with management, with regular 1:1 sessions
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Responsibilities of a Customer Service Administrator

Make outbound calls to introducers and retirees. Make outbound calls to external advisers. Process referrals from introducers promptly and allocate them to brokers in line with service standards. Support the onboarding process for new retirees. Support the onboarding process for new advisers. Provide ongoing assistance to office-based advisers. Assist with organising monthly sales events and act as host for these events. Coordinate marketing activities. Provide support for additional marketing tasks as required. Welcome and look after visitors and external advisers attending the office, ensuring the office environment is kept tidy and presentable. Handle all administrative tasks efficiently and within agreed timeframes. Ensure all internal processes are created, documented, and adhered to. Ensure all advisers handling leads are following TRA service standards.
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Requirements of a Customer Service Administrator

A minimum of 1 years' experience in a similar role. Strong verbal and written communication skills. Ability to work effectively under pressure. Capable of prioritising tasks and meeting tight deadlines. A proactive team player with the ability to work independently when required. Strong analytical skills with the ability to interpret information and make informed decisions. Proficient in Microsoft Office applications, including Word. Willingness and aptitude to learn new skills.
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Salary of a Customer Service Administrator

23,500 - 25,000 dependant on experience for our higher salary banding you must possess all the required qualifications/experience as stated above.
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Working Pattern of a Customer Service Administrator

Monday - Friday 9am - 5pm
The successful candidate will be required to work full-time from our Head Office. As this is not a hybrid position, applicants seeking remote or flexible working arrangements will not be suited to this role.

When submitting an application to The Right Advice, you are agreeing for us to keep your details on file for 1 year after the application date. You are also agreeing you are happy for us to contact you in regards to any positions we have that may suit your skills and experience within the 1 year period. You can of course opt out at any time by contacting Eva Stenson (eva.stenson@therightmortgage.co.uk)

Job Type: Full-time

Pay: 23,500.00-25,000.00 per year

Benefits:

Referral programme Sick pay
Work Location: In person