Job Description

Job Title: New Business Team Representative

Responsible to: Manager, New Business Team

Responsible for: Providing the first point of contact for prospective customers and intermediaries making enquiries about the products and services offered by the [Employer hidden — sign up to reveal].

Hours: 25 hours per week

Main Tasks:

• Small Team predominately taking mortgage and savings calls and completing various administration tasks.
• Maintain an up to date knowledge of all products and services offered by the [Employer hidden — sign up to reveal] and any third parties with whom we have a formal relationship.
• Respond promptly, accurately, and efficiently to enquiries from existing and prospective customers, intermediaries and other relevant third parties ensuring a helpful solution is offered in all instances.
• Promote the products and services offered by the [Employer hidden — sign up to reveal] to existing and prospective customers and intermediaries. The [Employer hidden — sign up to reveal] is categorised as an ‘information only’ provider under the Financial Conduct Authority’s regime which requires that we cannot offer advice or guidance.
• Issue relevant literature, illustrations and application forms for savings accounts, mortgages and additional loans to prospective and existing customers and to intermediaries.
• Provide support and cover for other team members as requested.
• Hybrid working available after completing 6 months’ probation period.
• After completing probation there is an opportunity to apply to study for professional qualifications which is paid for by the [Employer hidden — sign up to reveal].
• You are able to take advantage of free BUPA healthcare after completing probation.

Supporting documents: New Business Representative (1).docx, mhrAttachmentFile.download

Contact

Address: [Employer hidden — sign up to reveal], Ebbisham House, 30 Church Street, Epsom, Surrey, KT17 4NL, United Kingdom

Email: [Employer hidden — sign up to reveal]