Full job descriptionWe are looking for a proactive and customer-centric Client Services Advisor to become a vital part of our growing team.
This position offers an exceptional opportunity for individuals who are passionate about building a successful career in financial services. In this role, you will be instrumental in guiding our clients through their financial journey, providing essential support every step of the way.

Key Responsibilities
? Client Support
*Act as the first point of contact for client enquiries

*Deliver exceptional service and a positive experience across every touchpoint

Sales Development
*Use your sales skills to build relationships with Yopa clients

*Book financial services appointments and introduce relevant products and services

Appointment Scheduling
*Coordinate and manage appointments for our broker team

*Ensure seamless client handovers and diary accuracy

Administration
*Maintain up-to-date client records and process documentation

*Support case completion in line with FCA compliance standards

Career Progression
*Join our structured 18-month* development programme

*Complete your CeMAP qualification, with full support from our team

*Transition into a qualified Mortgage Broker role upon successful completion*

About You
Customer-Focused – You take pride in providing great service
Excellent Communicator – Strong written and verbal skills
Organised & Detail-Oriented – You manage your time and tasks with precision
Sales-Driven – You spot opportunities and contribute to business growth
Career-Minded – You’re motivated by progression and long-term success
Experience: Previous client-facing experience, ideally in sales or financial services, is desirable – but not essential

Life at Scout
*Up to circa £30,000 OTE (per annum)

*Dedicated training and development on your Mortgage broker journey

*Service discounts - for you your family and friends!

*Sickness & mental health support - to provide you with peace of mind

*Refer-a-friends bonus scheme - if you recommend us as a place to work

*Hybrid working - to support flexibility after initial probationary period.

*Wellbeing discounts - across food, retail and travel

*Generous holiday allowance - to switch off and relax

*Performance bonus’ - to increase earning potential

*Company socials - to get away from the everyday and celebrate our successes

Good luck!