Trainee Estate Agent Uncapped Commission - Career Progression At Sharman Quinney, part of the Connells Group, we're looking for a highly motivated Trainee Estate Agent who will work toward becoming a Sales Negotiator for our fantastic residential sales team in Peterborough. The Trainee Estate Agent is an entry level role where you will learn all aspects of Estate Agency model and be taken through an industry leading development and training program. A quick look at the role In this role you will be helping people find their dream home. We will train you to generate and book valuations, conducting property viewings, negotiate offers and agree sales! You will also be optimising every opportunity to schedule appointments for the branch Mortgage Advisor. Whats in it for you as our Estate Agent? Industry leading training and development Demonstrable career ladder Supportive and rewarding environment Compete for top achievers awards Competitive basic salary with uncapped commission Skills and experience required to be a successful Estate Agent Preferably an experienced sales person Outstanding customer care / customer service experience Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) A Full UK driving licence and access to your own vehicle Sharman Quinney is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. EACS07123
Jul 03, 2025
Full time
Trainee Estate Agent Uncapped Commission - Career Progression At Sharman Quinney, part of the Connells Group, we're looking for a highly motivated Trainee Estate Agent who will work toward becoming a Sales Negotiator for our fantastic residential sales team in Peterborough. The Trainee Estate Agent is an entry level role where you will learn all aspects of Estate Agency model and be taken through an industry leading development and training program. A quick look at the role In this role you will be helping people find their dream home. We will train you to generate and book valuations, conducting property viewings, negotiate offers and agree sales! You will also be optimising every opportunity to schedule appointments for the branch Mortgage Advisor. Whats in it for you as our Estate Agent? Industry leading training and development Demonstrable career ladder Supportive and rewarding environment Compete for top achievers awards Competitive basic salary with uncapped commission Skills and experience required to be a successful Estate Agent Preferably an experienced sales person Outstanding customer care / customer service experience Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) A Full UK driving licence and access to your own vehicle Sharman Quinney is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. EACS07123
Auction Negotiator OTE- £26,000 - £28,000 - Uncapped Commission - Career Progression At William H Brown, part of the Connells Group, we're looking for a highly motivated Estate Agent to join our team as a Sales Negotiator to complement our fantastic residential sales team in Pontefract . A quick look at the role In this role you will be helping people find their dream home by generating and booking valuations, conducting property viewings, negotiating offers and agreeing sales! You will also be optimising every opportunity to schedule appointments for the branch Mortgage Advisor. What's in it for you as our Estate Agent? Industry leading training and development Demonstrable career ladder Supportive and rewarding environment Compete for top achievers awards Competitive basic salary with uncapped commission Car Allowance Skills and experience required to be a successful Estate Agent Preferably an experienced sales person Outstanding customer care / customer service experience Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) A Full UK driving licence and access to your own vehicle William H Brown is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. EACS07118
Jul 03, 2025
Full time
Auction Negotiator OTE- £26,000 - £28,000 - Uncapped Commission - Career Progression At William H Brown, part of the Connells Group, we're looking for a highly motivated Estate Agent to join our team as a Sales Negotiator to complement our fantastic residential sales team in Pontefract . A quick look at the role In this role you will be helping people find their dream home by generating and booking valuations, conducting property viewings, negotiating offers and agreeing sales! You will also be optimising every opportunity to schedule appointments for the branch Mortgage Advisor. What's in it for you as our Estate Agent? Industry leading training and development Demonstrable career ladder Supportive and rewarding environment Compete for top achievers awards Competitive basic salary with uncapped commission Car Allowance Skills and experience required to be a successful Estate Agent Preferably an experienced sales person Outstanding customer care / customer service experience Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) A Full UK driving licence and access to your own vehicle William H Brown is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. EACS07118
Mortgage Services Development Manager This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approx. 12 to 18 months with an OTE: £65k Purpose: To provide assistance with Supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less experienced colleagues. Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with Sales Manager Functional Knowledge Required: An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally. A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively. A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills Excellent communication skills A demonstrably good track record in a sales and customer facing environment. Strong organisation skills - ability to plan and self-organise. Strong negotiation and influencing skills. Ability to identify and maximise potential business opportunities. An aptitude to coach and motivate others (specifically business generation) Ability to identify and analyse client needs effectively in order to deliver good customer outcomes. Background, Experience and Qualifications Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor Have demonstrated a consistent performance in respect of business production and quality. Awareness of latest products and market developments Relevant Professional qualifications to fulfil the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent. Any internal applicants must inform their line manager. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02689
Jul 03, 2025
Full time
Mortgage Services Development Manager This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approx. 12 to 18 months with an OTE: £65k Purpose: To provide assistance with Supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development Manager: Support and develop less experienced colleagues. Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with Sales Manager Functional Knowledge Required: An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally. A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively. A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills Excellent communication skills A demonstrably good track record in a sales and customer facing environment. Strong organisation skills - ability to plan and self-organise. Strong negotiation and influencing skills. Ability to identify and maximise potential business opportunities. An aptitude to coach and motivate others (specifically business generation) Ability to identify and analyse client needs effectively in order to deliver good customer outcomes. Background, Experience and Qualifications Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor Have demonstrated a consistent performance in respect of business production and quality. Awareness of latest products and market developments Relevant Professional qualifications to fulfil the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent. Any internal applicants must inform their line manager. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02689
Estate Agent OTE- £25-45k - Uncapped Commission - Career Progression At Fox & Sons, part of the Connells Group, we're looking for a highly motivated Estate Agent to join our team as a Sales Negotiator to complement our fantastic residential sales team in Eastbourne . A quick look at the role In this role you will be helping people find their dream home by generating and booking valuations, conducting property viewings, negotiating offers and agreeing sales! You will also be optimising every opportunity to schedule appointments for the branch Mortgage Advisor. What's in it for you as our Estate Agent? Industry leading training and development Demonstrable career ladder Supportive and rewarding environment Compete for top achievers awards Competitive basic salary with uncapped commission Car Allowance Skills and experience required to be a successful Estate Agent Preferably an experienced sales person Outstanding customer care / customer service experience Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) A Full UK driving licence and access to your own vehicle Fox & Sons is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. EACS07200
Jul 03, 2025
Full time
Estate Agent OTE- £25-45k - Uncapped Commission - Career Progression At Fox & Sons, part of the Connells Group, we're looking for a highly motivated Estate Agent to join our team as a Sales Negotiator to complement our fantastic residential sales team in Eastbourne . A quick look at the role In this role you will be helping people find their dream home by generating and booking valuations, conducting property viewings, negotiating offers and agreeing sales! You will also be optimising every opportunity to schedule appointments for the branch Mortgage Advisor. What's in it for you as our Estate Agent? Industry leading training and development Demonstrable career ladder Supportive and rewarding environment Compete for top achievers awards Competitive basic salary with uncapped commission Car Allowance Skills and experience required to be a successful Estate Agent Preferably an experienced sales person Outstanding customer care / customer service experience Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) A Full UK driving licence and access to your own vehicle Fox & Sons is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. EACS07200
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
We 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 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!
Jul 03, 2025
Full time
We 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 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!
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills This role is based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills This role is based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Trainee Mortgage Advisor Countrywide Mortgage Services are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in King's Lynn. OTE £50k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment. What can we offer you as our Trainee Mortgage and Protection Advisor: Competitive Salary OTE £50K Superb training and development programme Uncapped commission Leads generated from our colleagues in Estate Agency Quality and Loyalty Bonus Group Discounts on Property Services. Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment - We invest in you! All expense paid trips for top achievers Main responsibilities of a Trainee Mortgage and Protection Advisor Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required to be a successful Trainee Mortgage and Protection Advisor Hold CeMap or industry equivalent qualification. Able to generate new business in a target driven environment. Outstanding customer care / customer service experience. Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills. IT literate (MS Office, internet, email systems). A Full UK driving license and access to your own vehicle. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02691
Jul 03, 2025
Full time
Trainee Mortgage Advisor Countrywide Mortgage Services are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in King's Lynn. OTE £50k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment. What can we offer you as our Trainee Mortgage and Protection Advisor: Competitive Salary OTE £50K Superb training and development programme Uncapped commission Leads generated from our colleagues in Estate Agency Quality and Loyalty Bonus Group Discounts on Property Services. Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment - We invest in you! All expense paid trips for top achievers Main responsibilities of a Trainee Mortgage and Protection Advisor Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required to be a successful Trainee Mortgage and Protection Advisor Hold CeMap or industry equivalent qualification. Able to generate new business in a target driven environment. Outstanding customer care / customer service experience. Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills. IT literate (MS Office, internet, email systems). A Full UK driving license and access to your own vehicle. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02691
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills This role is based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills This role is based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Senior Mortgage Advisor We are looking for an experienced Mortgage Adviser to join us in Surrey, to work alongside our premium Estate Agency partner - Hamptons, dealing with their High-Net-Worth clientele. This role is hybrid, whereby a minimum requirement of 3 days per week office based and then 2 days remote. Capital Private Finance was established in 2010 and specialises in all aspects of property finance as an AR of the Mortgage Intelligence Network. Being part of the largest and most successful estate agency and property services provider in the UK, working with over 110 branches of Hamptons and John D Wood across London and the South. Our advisors provide tailored advice to clients regarding their property-based finance needs and can assist those with complex income structures and more unusual circumstances. In addition, our advisors can assist clients with specialist lending solutions such as bridging, equity release and commercial. The right candidate will: Hold full CeMAP or equivalent qualification. Ideally 2 years active broker experience. Provide an excellent level of customer service. A drive and enthusiasm to succeed. Proven track record for delivering high results and performance. Within this role you will be provided with: Competitive salary, uncapped commission, (realistic OTE £60k+ within the first 12 months), with the opportunity of an annual bonus based on performance. Car allowance, pension, healthcare and other employee benefits. Leads from our Hamptons colleagues. Capital Private Finance is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02592
Jul 03, 2025
Full time
Senior Mortgage Advisor We are looking for an experienced Mortgage Adviser to join us in Surrey, to work alongside our premium Estate Agency partner - Hamptons, dealing with their High-Net-Worth clientele. This role is hybrid, whereby a minimum requirement of 3 days per week office based and then 2 days remote. Capital Private Finance was established in 2010 and specialises in all aspects of property finance as an AR of the Mortgage Intelligence Network. Being part of the largest and most successful estate agency and property services provider in the UK, working with over 110 branches of Hamptons and John D Wood across London and the South. Our advisors provide tailored advice to clients regarding their property-based finance needs and can assist those with complex income structures and more unusual circumstances. In addition, our advisors can assist clients with specialist lending solutions such as bridging, equity release and commercial. The right candidate will: Hold full CeMAP or equivalent qualification. Ideally 2 years active broker experience. Provide an excellent level of customer service. A drive and enthusiasm to succeed. Proven track record for delivering high results and performance. Within this role you will be provided with: Competitive salary, uncapped commission, (realistic OTE £60k+ within the first 12 months), with the opportunity of an annual bonus based on performance. Car allowance, pension, healthcare and other employee benefits. Leads from our Hamptons colleagues. Capital Private Finance is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02592
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Trainee Mortgage Advisor Countrywide Mortgage Services are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Cromer. OTE £50k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment. What can we offer you as our Trainee Mortgage and Protection Advisor: Competitive Salary OTE £50K Superb training and development programme Uncapped commission Leads generated from our colleagues in Estate Agency Quality and Loyalty Bonus Group Discounts on Property Services. Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment - We invest in you! All expense paid trips for top achievers Main responsibilities of a Trainee Mortgage and Protection Advisor Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required to be a successful Trainee Mortgage and Protection Advisor Hold CeMap or industry equivalent qualification. Able to generate new business in a target driven environment. Outstanding customer care / customer service experience. Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills. IT literate (MS Office, internet, email systems). A Full UK driving license and access to your own vehicle. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02692
Jul 03, 2025
Full time
Trainee Mortgage Advisor Countrywide Mortgage Services are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Cromer. OTE £50k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment. What can we offer you as our Trainee Mortgage and Protection Advisor: Competitive Salary OTE £50K Superb training and development programme Uncapped commission Leads generated from our colleagues in Estate Agency Quality and Loyalty Bonus Group Discounts on Property Services. Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment - We invest in you! All expense paid trips for top achievers Main responsibilities of a Trainee Mortgage and Protection Advisor Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required to be a successful Trainee Mortgage and Protection Advisor Hold CeMap or industry equivalent qualification. Able to generate new business in a target driven environment. Outstanding customer care / customer service experience. Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills. IT literate (MS Office, internet, email systems). A Full UK driving license and access to your own vehicle. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02692
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills This role is based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us as a Financial Guide - Banking & Credit Relationship Manager at Barclays where you will help shape the future of banking by supporting clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. To be successful as a Financial Guide - Banking & Credit Relationship Manager, you should have: Demonstrable Relationship Management experience. Evidence of Wealth management experience. Stakeholder management. Excellent communication skills. Adaptability to change. Desirable skills MIFAD qualification SMART Investor Qualification Mortgage experience You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills This role is based in Glasgow. Purpose of the role To support clients in achieving their financial goals by empowering them to make informed decisions and navigate the complexities of financial planning. Accountabilities Assessment of clients' financial needs and goals, through the collection of information about clients' income, expenses, debts, savings and investment goals. Provision of relevant information providing the opportunity to achieve clients' goals, including guidance on budgeting, saving, debt management, investments, mortgages, and insurance coverage. Explanation of complex financial concepts, product features and benefits in a clear and understandable way, empowering clients to make informed decisions about their finances. Provision of guidance on suitable banking products such as banking and savings accounts, credit cards, loans, mortgages, and investment products based on the client's individual needs and financial goals. Stay informed about new banking products, regulations, and market trends to ensure they offer clients the most relevant and up-to-date guidance. Management of client relations to effectively guide them towards their financial goals, including response to client dissatisfaction and regular communication to provide ongoing support. Review of clients' financial plans and adjust them as needed to adapt to changing circumstances. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams within the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Jul 03, 2025
Full time
Join us at Barclays as a Specialist Customer Service Advisor within our mortgage department and help make a real difference to our customers every day. Whether your background is in customer service, retail, hospitality, or any other role where you've supported customers, this is your chance to bring your passion for helping people to a role where your empathy and dedication can truly shine. You'll be the friendly first point of contact for our mortgage customers over the phone, offering guidance and support with every interaction. Key skills for success in this role include: Excellent Verbal and Written Communication - Able to analyse, interpret and convey complex information clearly and professionally across various channels. Thrives Under Pressure - Demonstrates resilience and efficiency in high-paced, demanding environments whilst taking back-to-back customer calls. Conflict Resolution and Problem Solving - Skilled in active listening to identify and implement effective solutions with diplomacy and tact. Advanced Digital Literacy - Proficient in multitasking whilst using a range of computer systems, software, and digital tools to support daily operations. As part of our Customer Care team, you'll with a competitive salary of £27,500. On top of that, you'll enjoy our comprehensive core benefits package, which includes a pension plan, private medical insurance, life insurance, and income protection. With full training and the support of our collaborative team, we'll ensure you have everything you need to succeed and grow with us. At Barclays, we're not just offering you a role-we're offering you a career. Purpose of the role To provide exceptional customer service while resolving more complex customer needs/requests. Accountabilities Provision of customer service through various communication channels including chat, email and phone. Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case. Collaboration with teams across the bank to align and integrate customer care processes. Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas. Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations. Resolution of specific customer inquiries and issues related to the bank's products and service, including account balances, transactions and payments. Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders. Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness. Analyst Expectations To meet the needs of stakeholders/ customers through specialist advice and support Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles. Likely to have responsibility for specific processes within a team They may lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. They supervise a team, allocate work requirements and coordinate team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they manage own workload, take responsibility for the implementation of systems and processes within own work area and participate on projects broader than direct team. Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams. Check work of colleagues within team to meet internal and stakeholder requirements. Provide specialist advice and support pertaining to own work area. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams. Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise. Make judgements based on practise and previous experience. Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures. Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements. Build relationships with stakeholders/ customers to identify and address their needs. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Trainee Mortgage Advisor Countrywide Mortgage Services are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Norwich. OTE £40k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers' experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast-paced, target driven environment. What can we offer you as our Trainee Mortgage and Protection Advisor: Competitive Salary OTE £40k Superb training and development programme Uncapped commission Leads generated from our colleagues in Estate Agency Quality and Loyalty Bonus Group Discounts on Property Services. Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment - We invest in you! All expense paid trips for top achievers Main responsibilities of a Trainee Mortgage and Protection Advisor Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service process, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required to be a successful Trainee Mortgage and Protection Advisor Hold CeMap or industry equivalent qualification. Able to generate new business in a target driven environment. Outstanding customer care / customer service experience. Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills. IT literate (MS Office, internet, email systems). A Full UK driving license and access to your own vehicle. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02690
Jul 03, 2025
Full time
Trainee Mortgage Advisor Countrywide Mortgage Services are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Norwich. OTE £40k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers' experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast-paced, target driven environment. What can we offer you as our Trainee Mortgage and Protection Advisor: Competitive Salary OTE £40k Superb training and development programme Uncapped commission Leads generated from our colleagues in Estate Agency Quality and Loyalty Bonus Group Discounts on Property Services. Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment - We invest in you! All expense paid trips for top achievers Main responsibilities of a Trainee Mortgage and Protection Advisor Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service process, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required to be a successful Trainee Mortgage and Protection Advisor Hold CeMap or industry equivalent qualification. Able to generate new business in a target driven environment. Outstanding customer care / customer service experience. Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills. IT literate (MS Office, internet, email systems). A Full UK driving license and access to your own vehicle. Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. MS02690
