Client Services Adviser

The Client Services Adviser (CSA) plays a pivotal role in delivering a high-quality client experience by qualifying new and existing leads and converting them into successful appointments for our Mortgage Advisers. As the first point of contact, the CSA is responsible for understanding client needs, building rapport quickly, and ensuring that only well-qualified appointments are booked into the adviser pipeline. This is a permanent role, offering stability, consistency, and the opportunity to become a specialist in client engagement and appointment conversion within a fast-paced mortgage environment.