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Posted 6 March by Lloyd Recruitment Services Ltd Easy Apply Ended

Lloyd Recruitment Services, the East Grinstead branch are seeking a self - employed Associate to join a well-established Financial Services company based in East Grinstead.

This growing and reputable company is seeking a competent individual who is confident in generating and maintaining client relationships.

Previous experience working in an advisory role would be ideal!

Salary is dependent on experience.

Responsibilities include:

  • Provide professional mortgage and protection advice
  • Providing advice on a range of products
  • Maintain a close working relationship with colleagues and clients
  • Exceeding set KPIs
  • Maintain an excellent understanding of mortgage products, protection products and financial industry news
  • Maintain an exceptional level of customer service satisfaction at all times
  • Close liaison with all teams in order to ensure a smooth and efficient service to clients


  • An up to date knowledge of financial services products
  • Knowledge of all compliance rules and regulations

Skills required:

  • Previous experience within a client services environment is essential
  • CeMAP (or equivalent) qualified
  • Excellent communication skills and strong organisational skills
  • Previous use of mortgage specific software
  • Ambitious and self-motivated
  • Client services background
  • Negotiation skills
  • Identify and analyse client needs

Due to the high volume of applications, only candidates that are shortlisted will be contacted.

Required skills

  • CeMAP
  • Client Services
  • Financial Advisory

Reference: 34615117

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