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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