Client Relationship Executive in Cardiff

Client Relationship Executive in Cardiff

Cardiff Full-Time 30000 - 40000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support Relationship Managers in providing top-notch customer care and managing client requirements.
  • Company: Join Signature Property Finance, a leading principal lender in property finance.
  • Benefits: Gain valuable experience in a dynamic team with opportunities for growth.
  • Other info: Embrace a customer-focused approach and collaborate with a passionate team.
  • Why this job: Make a real difference by helping clients navigate their property finance needs.
  • Qualifications: Strong numeracy, analytical skills, and effective communication are essential.

The predicted salary is between 30000 - 40000 £ per year.

Cardiff, United Kingdom | Posted on 20/07/2026

Signature Property Finance is a principal lender providing short‑term property finance to property developers, landlords, limited companies and investors.

You will join a busy team and initially work alongside our Relationship Managers, supporting them to attend to our client’s requirements and focusing on providing high‑quality customer care to ensure the process for our customers is as easy as possible.

Roles and responsibilities

  • Learning to understand, analyse and interpret key information such as credit searches, bank statements, financial accounts, property valuations and business appraisals to assist in lending decisions.
  • Delivering high levels of accuracy and attention to detail in data input and all written communication produced.
  • Helping to build and develop successful working relationships with external contacts such as brokers, customers, surveyors and solicitors as well as internal teams such as administrators, credit risk and finance to ensure all lending requirements are satisfied prior to release of funds.
  • Assisting in the management of a large pipeline of cases through to completion, ensuring both company service standards and the lending policy are complied with throughout.
  • Ensuring that all regulatory requirements are adhered to throughout the process and in all contact with customers, brokers and third parties.
  • Dealing with all internal and external telephone & email enquiries efficiently and within company standards.
  • Communicating information to relevant teams in a clear manner.
  • Holding a good understanding of all the company’s policies, procedures and compliance guidelines, instilling the principles in your daily practice to protect the company from any associated risks.
  • Evaluating the accuracy and authenticity of each client’s details.
  • Creating detailed records on each case via our case management system.
  • Maintaining an up‑to‑date data knowledge of fraud prevention.

Skills and experience

  • Strong analytical skills and attention to detail.
  • Self‑motivated and ability to work independently.
  • Effective communication: written and verbal.
  • Demonstrate good time management when dealing with a high volume of pipeline cases.
  • Deliver high levels of accuracy and attention to detail in data input and all written communication produced.
  • Be a Brand Ambassador and embrace company values at all times.
  • Collaborate with others.

Next steps

If you are the person described above and you have the skills and experience we need, we’d love to

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Client Relationship Executive in Cardiff employer: Darogan

Futures First in Swansea is an exceptional employer, offering a dynamic graduate training programme that immerses you in the exciting world of derivatives markets. With a strong emphasis on finance, risk management, and quantitative analysis, our supportive work culture fosters continuous learning and professional growth, ensuring that you are well-prepared for a successful career in finance. Located in the vibrant city of Swansea, we provide a unique opportunity to gain hands-on experience while being part of a passionate team dedicated to excellence in the financial sector.

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Contact Details:

Darogan Recruitment Team

We think you need these skills to ace Client Relationship Executive in Cardiff

Analytical Skills
Attention to Detail
Customer Care
Data Input Accuracy
Relationship Building
Communication Skills
Time Management