Careers at CLS Money

Your potential, our passion

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One team, one vision

Here at CLS Money, our plans for the future are exciting and we’re looking to recruit bright and talented individuals, who share our vision and want to help drive our business forward.

We’ve built a team that produces market-beating results in an exciting and vibrant atmosphere. So, if you’re looking to kickstart your career or seize an opportunity in a rapidly expanding business, where you can enjoy yourself whilst contributing to a growing success story, then you’re looking in the right place!

Office Juniors

Due to our rapid expansion, we are keen to recruit office juniors, not only to assist in the development and growth of the Sales teams, but with the intention to build future careers within the financial services industry.

Please note this is an office-based position, based in Rayleigh, and remote working is not available.

Role purpose:

The purpose of the role is to develop staff and instil the CLS way of working. Our aim is to one day progress our internal staff onto our sales and administrative teams and even potentially future department heads.

We need confident and intelligent individuals who will be able to help assist our teams. They will not only provide general support, such as copying, filing and scanning. But more complex tasks such as operating internal systems, handling client documents and answering incoming calls.

Key duties and responsibilities:

  • Work as part of a team, cover variety of administration tasks and duties.
  • Manage and respond to customer queries – Through multiple channels.
  • Liaise with other departments.
  • Fully understand all stages of the sales process.
  • Any other administration related responsibilities.

Key requirements:

  • Educated to GCSE Level, Maths & English A – C.
  • Good communication skills, both verbal and written are essential.
  • Strong numeracy skills.
  • Confident in being part of a team.
  • Conscientious, customer focused.
  • Ability to prioritise workloads.
  • Administrative or office experience is not essential as training will be given.

If you believe you have got what it takes to become a skilled and valued part of the CLS team, then we want to hear from you. Complete the form below now!




Sales (Trainee Mortgage Advisor)

Are you a people person, great at building relationships? ambitious to grow or start a professional career? Do you want to control how much money you earn? - If so, we are looking for you!

We do not need you to have experience, just a bold personality, determination and hunger for success, if you have got that, then we can teach you the rest!

Role purpose:

A broker’s purpose is to secure our clients a mortgage. They need to be able to communicate with clients, identify any problems or worries, come up with solutions and find eligible lenders depending on the client’s circumstances.

Key duties and responsibilities:

  • Speak to clients regarding their mortgage enquiries.
  • Develop a solid understand of multiple lenders criteria.
  • Follow the sale process correctly.
  • Manage your client’s expectations.
  • Treat all clients with respect.

Key requirements:

  • Contribute to part of a team.
  • Work well on your own.
  • Pass your CeMAP mortgage broker exams.
  • Have discipline and a brilliant work ethic.
  • Educated to GCSE Level, Maths & English A – C.
  • Good communication skills, both verbal and written are essential.
  • Strong numeracy skills.
  • Conscientious, customer focused.
  • Prioritise workloads.

If you believe you have got what it takes to become a skilled part of the CLS team, then we want to hear from you. Complete the form below now!




Administrators

Administrators are an essential and important role at CLS Money. They really break the boundaries on what a traditional admin job is. We need people who want more out of their role than just answering phones and photocopying.

You will be assigned actual clients and will need to update and nurture them through the mortgage process, ensuring a smooth transaction while providing a 5-star service!

Role purpose:

The purpose of admin at CLS is to secure mortgage offers with lenders, it is key to retain information about lenders criteria, and liaise with clients confidently and calmly.

We need confident and intelligent individuals who can provide support to our team of brokers by handling the process post mortgage application.

Key duties and responsibilities:

  • Work as part of a team, as well as being able to focus when working on your own.
  • Manage and respond to customer queries – Through multiple channels.
  • Liaise with other departments on any issues arising.
  • Sufficiently learn the mortgage process to answer customer queries.
  • Fully understand the different stages of the mortgage that you will be managing.

Key requirements:

  • Educated to GCSE Level, Maths & English A – C.
  • Good communication skills, both verbal and written are essential.
  • Strong numeracy skills.
  • Confident in being part of a team.
  • Conscientious, customer focused.
  • Prioritise workloads.
  • Administrative or office experience is not essential as training will be given.

If you believe you have got what it takes to become a skilled part of the CLS team, then we want to hear from you. Complete the form below now!




Credit Controller/Bookkeeper

Reporting to:

Managing Director

Background:

Here at CLS Money, our plans for the future are exciting and we’re looking to recruit bright and talented individuals, who share our vision and want to help drive our business forward.

We’ve built a team that produces market-beating results in an exciting and vibrant atmosphere. So, if you’re looking to kickstart your career or seize an opportunity in a rapidly expanding business, where you can enjoy yourself whilst contributing to a growing success story, then you’re looking in the right place! The role will be based in CLS Money’s Head office in Rayleigh, Essex.

Job overview:

We are seeking a Credit Controller to be able to successfully manage and make a difference in the credit control process at CLS Money. The role will be responsible for implementing and building our credit control process, taking ownership of continual development and improvements.

Core Responsibilities:

  • Implementing and improving the credit control process and taking ownership of continual development.
  • Initiating collection activities by contacting customers, this includes resolving customer queries and requests.
  • Processing credit notes and refund requests.
  • Sending customer invoices and receipts where necessary.
  • Maintain current collection data and notes.
  • Support continuous improvement in cash collection and DSO performance.
  • Provide insight and report to management on A/R balances.
  • Escalate late paying accounts and if required apply for CCJs.
  • Maintaining bank feeds and paying invoices.
  • Data entry to Xero.
  • Processing sales invoices/invoicing clients.
  • Payroll duties including employee commissions/bonuses/sick days.
  • Liaising with accountants dealing with the payroll submission.

Skills & requirements:

  • A keen interest in finance, with proven experience in a client facing role.
  • Good attention to detail and excellent organisation skills.
  • Strong time management skills, ability to handle multiple tasks and assignments at once.
  • Previous experience of Credit Control.
  • Excellent written and verbal skills.
  • Able to work to deadlines and targets.

Essential:

  • Proficiency in Excel.
  • At least 2 years’ experience working in a credit control role.
  • Solid understanding of accounts receivable principles.
  • Proven ability to calculate, post and manage accounting figures.
  • Eligibility to work in the UK.
  • Experience in a similar position is beneficial.

Desirable:

  • Experience using Xero and Salesforce.

Salary guide:

TBC

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