Our client is a highly reputable and continuously growing organisation within Edinburgh. They provide comprehensive support to clients throughout their entire lifetime, ensuring a high level of advice and ongoing service. Due to continued growth, they are seeking a Home & Business Advisor to join their successful team.
The Role
As a Home & Business Advisor, you will be responsible for:
* Engaging with clients and referrers to build strong relationships, ensuring an excellent client experience and outcome.
* Keeping clients and referrers informed at every stage of the process
* Advising clients across Scotland on current market trends and price margins
* Using the in-house system to maintain accurate records of client circumstances, funding arrangements, and position.
* Assisting clients with processes such as sale and purchase conveyancing, release of equity, re-mortgages, and transfer of title work.
* Regularly reporting to the New Business Management team.
Required Knowledge and Experience
* Previous experience in a property or conveyancing role, ideally in client relations, sale or purchase negotiation.
* Knowledge of the Scottish property market and the conveyancing process, with the ability to build lasting relationships for future business.
* Experience using client management systems.
* Proficiency with Microsoft Office, advanced Excel, and strong experience in customer service via phone and email.
Our ideal candidate would also:
* Possess excellent social and interpersonal skills when dealing with clients.
* Be capable of making quick, informed decisions while keeping clients up to date throughout the process.
* Take pride in delivering high-quality, accurate, and timely information with personable and informative communication.
* Work effectively as part of a large team and contribute to overall business objectives.
* Ideally have 2 years' experience in residential property or conveyancing.
Benefits
* A competitive salary between £25,000 and £30,000, with an annual review and potential bonus based on performance.
* 32 days holiday per year (including bank holidays).
* 3 x Death in Service benefits.
* Membership of an occupational pension scheme.
* Wellbeing initiatives and access to an online Health Provider.
This is an exciting opportunity to join a thriving organisation. If you think this role is for you, apply today!
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