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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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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