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Client Services Consultant

Job Description - Client Services Consultant

Join one of London’s most respected Mortgage and Protection brokerages, supporting high-value clients and working alongside a team of experienced advisers. With full training provided, this is a great opportunity for someone with strong communication skills and a drive to build a rewarding long-term career in financial services. This is a hybrid role with 2 days at home.

You’ll be the first point of contact for inbound enquiries, helping clients navigate their mortgage journey by qualifying their needs and connecting them with expert advice. The environment is fast-moving, supportive, and high-trust — ideal for someone who thrives on building relationships and staying organised under pressure.

What You’ll Be Doing:
  • Handling warm inbound leads and client enquiries

  • Qualifying clients and gathering key information

  • Introducing the value of tailored mortgage and protection advice

  • Coordinating with advisers to ensure a smooth client journey

  • Following up proactively and keeping clients informed

What We’re Looking For:
  • Excellent communicator with a confident, clear phone manner

  • Someone that's very customer service driven
  • High energy, self-motivated, and comfortable working at pace

  • Background in sales, lettings, recruitment, or client services is a plus

  • Professional, organised, and eager to develop in a regulated industry

What You’ll Get:
  • ?? Full training & support - mortgage experience not required

  • ?? Base salary plus bonus

  • An amazing team to work with and a fantastic working environment
  • ? Work on £500k-£3m+ case sizes

  • ?? Progression opportunities into advising or leadership roles

  • ? Hybrid working with a collaborative, high-performing team

?? Apply today if you’re ready to take your communication skills into a professional, career-building environment.

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