Assist advisors in client servicing by preparing financial plans and conducting transactions. Coordinate client meetings and new business paperwork while providing general administrative support to enhance the overall client experience.

Role Description Are you an experienced estate agent who knows you could earn more, but does not want to lose the structure and support that makes you successful? The Property Experts is built for Branch Managers, Listers and Valuers who are ready to build their own business without the financial risk of going it alone. As a Partner Agent, you retain everything you have built in your career and add the infrastructure, income potential and freedom that employed roles rarely offer. Earnings Potential - Exchange on three sales per month and earn a gross income of approximately £8,400 per month, equivalent to £100,000 per year. - You receive 70% of the fees you generate. - Based on an average fee of £4,000 per completed sale. - Payments are processed promptly on completion. - Residual income available through revenue share as you grow your network. - Advanced commission options available. What We Provide - Training and Support: Access to over 400 on-demand training videos, weekly live team sessions, in-person events with industry-recognised speakers, and dedicated one-to-one coaching from a personal Success Coach. - Success Blueprint: A proven, step-by-step roadmap covering the systems, processes and strategies to build momentum and achieve consistent results. - Personal Branding: You become the recognised face of property in your local area. Marketing is built around your name, image and reputation to position you as the go-to property expert. - Marketing Materials: A fully branded business-in-a-box package, plus access to a library of digital assets, social content, direct mail, campaign materials and branded merchandise. - Tools and Technology: Market-leading platforms including a purpose-built CRM, Rightmove, Zoopla, Homesearch, Acaboom, HIPLA, AllAgents and more. - Agent Support Team: A dedicated team providing administrative assistance, invoicing support and compliance guidance so you can focus on winning and completing instructions. Qualifications - Experienced estate agent, Branch Manager, Lister, Valuer or Sales Manager. - Proven track record of winning instructions and completing sales. - Self-motivated and ready to take ownership of your own business. - Coachable and committed to following a structured growth plan. Company Description The Property Experts is part of The Experts Group, a network of over 250 partners operating across residential and commercial property, lettings, auctions, mortgages and recruitment. We help experienced agents start and grow their own business and personal brand with the structure, tools and support typically only available inside a large corporate. You are not starting from scratch. You are building on everything you already know, with a proven model and a network designed to help you succeed.

• Build and operate the partner program • Implement, maintain, and continuously improve our partner management program • Develop onboarding processes to get new partners up and running quickly • Build a digital partner platform as the central enablement tool • Actively acquire and manage partners • Proactively reach out to potential partners — via outreach, events, or referrals • Conduct initial meetings, present our partner model, and drive prospects to a decision • Coordinate partner marketing activities and resources • Manage partner relationships to ensure they remain advocates and grow with us • Manage internal interfaces • Ensure smooth communication between Partner Management, Sales, Marketing, and Customer Success • Define processes and, where sensible, automate workflows at internal interfaces • Support pilot projects and derive actionable insights for our program

Role Description The Client Development Coordinator provides critical administrative, operational, and client-development support to the Regional Vice Presidents and Direct Client Development team. This role is primarily a support position focused on coordination, follow-up, data management, and internal collaboration. The Client Development Coordinator plays an important role in supporting growth initiatives, enhancing internal efficiency, and ensuring a positive experience for prospective clients through strong organizational, communication, and problem-solving skills. - Provide day-to-day administrative and operational support to Regional Vice Presidents and the Direct Client Development team - Coordinate scheduling of internal and external meetings - Prepare meeting materials, assist with case preparation, and organize follow-up items - Maintain accurate meeting notes and update CRM systems to ensure timely and accurate documentation - Support client and prospect outreach activities, including email communications and follow-up requests - Coordinate with internal teams to ensure the timely completion of requests related to client development activities - Assist with pipeline tracking, reporting, and data integrity across systems - Support hand-off processes between client development, onboarding, and service teams as needed - Other duties as needed Qualifications - High School diploma with a Bachelor’s degree highly preferred - Prior sales support experience a plus - Financial services industry experience a plus - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with prospects and clients - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Requirements - This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM - At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs - All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period Benefits - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance - Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing