New Business Team Representative
Location: Epsom, Surrey
Salary: Competitive + Excellent Benefits
Hours: 37.5 hours per week
Contract: Full Time, Permanent
Hybrid Working: Available after probation - 3 days in office - 2 working from home
Are you customer-focused, organised, and ready to join a friendly and supportive team in the financial services sector? We are recruiting for a New Business Team Representative to become the first point of contact for customers and intermediaries making enquiries about mortgage and savings products.
This is a fantastic opportunity to join a team that actively supports your development, with genuine career progression and financial support for further professional study.
Why Apply?
This is more than just a job — it is a long-term career opportunity within an organisation that invests in its people. You will benefit from a generous rewards package that includes:
- Up to 16% employer pension contribution
- Private Medical Insurance and Cash Plan via BUPA (post-probation)
- Life Assurance - 4x salary
- Income Protection and Season Ticket Loan
- Perkbox employee benefits platform
- Monthly staff draw and regular company social events
- 23 days' holiday, increasing with service (up to 27 days)
- Buy and sell holiday scheme
- Free parking permit for a local car park
- Volunteer day each year
- Hybrid working options available after six months
- Genuine career progression and paid study support for professional qualifications
You will join a collaborative, welcoming team where your contribution is valued and your growth is encouraged.
What You Will Be Doing
- Serve as the first point of contact for prospective and existing customers and intermediaries.
- Handle inbound calls and emails related to mortgage and savings products.
- Provide clear, accurate information in line with the Financial Conduct Authority's 'information only' regulations.
- Send product literature, application forms and illustrations to customers and third parties.
- Carry out general administrative duties to support the customer experience.
- Maintain knowledge of internal products and third-party offerings.
- Support other team members and provide cover where needed.
What We Are Looking For
- Excellent communication skills - both verbal and written.
- A proactive, professional approach to customer service.
- Ability to learn and clearly explain detailed product information.
- Confident working as part of a small, supportive team.
- Previous experience in financial services or a contact centre is helpful but not essential.
- A desire to build a career in a customer-oriented, regulated environment.
If your application is successful, you will be contact shortly.
The job title and description in this advertisement may differ from the client's official job description/contract .We appreciate your interest in this role. E-Personnel Recruitment aims to acknowledge all applications, but due to the high volume of CVs we receive, this may not always be feasible.
You can apply with the utmost confidence to E-Personnel Recruitment directly, experts in both Permanent and Temporary Recruitment, and a proud member of the Recruitment & Employment Confederation (REC), the professional body for the recruitment industry. In the meantime, feel free to explore similar job opportunities on our website: e-personnelrecruitment.co.uk