Estate Agency & Principality Building Society Advisor

Oswestry, ENG, GB, United Kingdom

Job Description

Role Overview



This is a dual role combining traditional estate agency responsibilities with customer-facing support for Principality Building Society. The successful candidate will play a key part in helping clients buy, sell, let, and rent property, while also providing guidance on savings products and account management.

Key Responsibilities



Estate Agency Duties



Registering applicants and managing enquiries Booking and conducting property viewings Supporting vendors and landlords with the marketing and sale/let of their property Liaising with buyers, sellers, landlords, and tenants throughout the sales and lettings process Managing CRM systems and keeping records up to date Assisting with the creation of property listings, brochures, and online marketing Delivering excellent customer service at every stage of the journey

Principality Building Society Duties



Providing face-to-face customer service for savings account holders Opening and managing savings accounts in accordance with compliance and regulatory standards Processing deposits, withdrawals, and account changes Explaining savings products and account options clearly to customers Ensuring security and accuracy in all financial transactions Maintaining up-to-date knowledge of Principality products and procedures Supporting regular audits and compliance checks

Person Specification



Previous experience in estate agency or financial services preferred Excellent communication and interpersonal skills Strong organisational and administrative abilities High attention to detail and accuracy Confidence in using IT systems and databases Customer-focused with a proactive and positive attitude Comfortable working independently and as part of a team A full UK driving licence and access to a vehicle is essential

What We Offer



A supportive and friendly working environment Opportunities for career development and training The chance to be part of a respected local business with deep community roots Varied and interesting role combining property and financial services
Job Types: Full-time, Permanent

Pay: From 25,000.00 per year

Schedule:

Monday to Friday Weekend availability
Work Location: In person

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Job Detail

  • Job Id
    JD3106369
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Oswestry, ENG, GB, United Kingdom
  • Education
    Not mentioned