At a Glance
- Tasks: Manage client relationships and ensure smooth communication with lenders and solicitors.
- Company: Join Ingard Financial, a leading mortgage adviser with 25 years of experience.
- Benefits: Competitive salary, potential bonuses, and full training to become a qualified Mortgage Advisor.
- Other info: Office-based role with potential for hybrid working in the future.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: Previous admin experience required; strong communication and problem-solving skills essential.
The predicted salary is between 25000 - 28000 £ per year.
Ingard Financial is one of the UK’s fastest growing networks and one of the longest established mortgage advisers, providing impartial mortgage and protection advice for over 25 years. Our reputation for excellence is built on personal, quality-focused customer care and genuinely free whole-of-market mortgage and protection advice.
Key responsibilities will be:
- Liaising with lenders to get application updates and to progress cases through to offer stage
- Communications with solicitors and clients to ensure all documentation and information are up to date and accurate
- Deal with incoming communications to the office, including lead qualifications and appointment booking
- Keeping clients informed of progress and manage any potential delays, issues with cases
- Supporting compliance and file maintenance
- Supporting our social media platform
What's in it for you:
- Basic salary from £25,000 – £28,000 dependent on experience
- Possibility of a monthly/quarterly bonus
- Opportunity for full training to become a qualified Mortgage Advisor, including funding of qualifications (Subject to terms & conditions)
- Working hours: 9.30am to 5.30pm Monday to Friday. This role is office based, but over time, we may consider introducing some hybrid working.
About you:
- Previous admin experience essential
- Mortgage or financial services experience desirable, but not essential
- Strong communication and interpersonal skills
- Excellent attention to detail
- Proficiency with office software and record keeping
- Excellent problem solving skills and ability to work under pressure
Client Relationship Manager in East Kilbride employer: Ingard Financial Limited
Ingard Financial is an exceptional employer, offering a supportive work culture that prioritises personal development and career growth. With competitive salaries, opportunities for bonuses, and comprehensive training to become a qualified Mortgage Advisor, employees are empowered to thrive in their roles. Located in a dynamic environment, Ingard Financial fosters a collaborative atmosphere where quality customer care is at the heart of everything we do.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager in East Kilbride
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Relationship Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Ingard Financial thoroughly, understand their values, and think about how your skills align with their needs. Practise common interview questions and be ready to showcase your strong communication and problem-solving skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from the interview to remind them of your conversation and keep you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team at Ingard Financial.
We think you need these skills to ace Client Relationship Manager in East Kilbride
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Client Relationship Manager role. Highlight any relevant experience, especially in admin or customer service, and don’t forget to showcase your communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about the mortgage and financial services industry. Share specific examples of how you've excelled in similar roles.
Show Off Your Attention to Detail:In this role, accuracy is key. Make sure your application is free from typos and errors. We love candidates who take the time to double-check their work!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Ingard Financial Limited
✨Know Your Stuff
Before the interview, make sure you understand Ingard Financial's services and values. Familiarise yourself with their approach to mortgage advice and client care. This will help you demonstrate your genuine interest in the role and how you can contribute to their reputation for excellence.
✨Showcase Your Communication Skills
As a Client Relationship Manager, strong communication is key. Prepare examples of how you've effectively communicated with clients or colleagues in the past. Think about times when you’ve resolved issues or kept clients informed, as this will highlight your interpersonal skills.
✨Be Detail-Oriented
Attention to detail is crucial in this role. During the interview, mention specific instances where your attention to detail made a difference in your previous work. This could be anything from ensuring accurate documentation to managing complex cases without errors.
✨Prepare for Problem-Solving Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you faced challenges and how you overcame them. Be ready to discuss how you handle pressure and maintain quality service, as this aligns with the expectations of the role.
