Sales Adviser

We are looking for a proactive, organised, and customer-focused Financial Services Sales Advisor to support our Financial Services Team. This is a pivotal role for someone who thrives in a fast-paced environment, has excellent communication skills, and wants to be part of a supportive and ambitious team.

• Be the first point of contact for all financial services enquiries via phone, email, and in person.
• Book financial services appointments efficiently with in-house mortgage advisers and ensure accurate diary coordination.
• Communicate clearly and professionally with clients to explain the benefits of our financial services offering.
• Manage and respond to all leads from internal systems, portals, and referrals with urgency and professionalism.

• Actively prospect for financial services opportunities from ROSIE.
• Engage regularly with clients who are at various stages of the buying or selling journey to offer relevant financial services support.
• Follow up on all appointments with Adviser, maintain client contact records, and ensure continued customer engagement through the booking process.

• Use the ROSIE system and other CRM tools to log all interactions and appointment data accurately.
• Maintain up-to-date records to ensure regulatory and operational compliance.
• Monitor appointment pipelines and support the Financial Services Manager in achieving KPIs.

• Work closely with sales, lettings, and mortgage advisors to ensure excellent cross-departmental communication and handovers.
• Contribute to weekly meetings with updates on appointment volumes and lead status.
• Support marketing and local campaigns aimed at increasing financial services penetration.

• Strong communication and organisational skills
• Friendly and confident telephone manner
• Excellent attention to detail and data accuracy
• Self-motivated with a proactive approach to task management
• Professional and customer-focused attitude
• Ability to prioritise workload and meet targets

• Experience in financial services, estate agency, or appointment booking
• Familiarity with FCA guidelines and financial terminology
• Experience using CRM systems such as ROSIE