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 excellence.
- Benefits: Competitive salary, potential bonuses, and full training to become a qualified Mortgage Advisor.
- Other info: Dynamic office environment 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: Admin experience required; financial services background is a plus.
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 Glasgow 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, potential bonuses, and comprehensive training to become a qualified Mortgage Advisor, employees are empowered to thrive in their roles. Located in a dynamic environment, the company fosters strong relationships with clients and lenders, ensuring a fulfilling and rewarding experience for all team members.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager in Glasgow
✨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 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 Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Relationship Manager role. Highlight any previous admin or customer service experience, and don’t forget to mention your attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for Ingard Financial. Mention your communication skills and how you can contribute to their reputation for quality-focused customer care.
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled challenges in past roles. This will show us that you can handle the pressures of the job and keep clients informed, even when things get tricky.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Ingard Financial Limited
✨Know Your Stuff
Before the interview, make sure you understand the mortgage and financial services landscape. Brush up on key terms and processes related to mortgage applications, as well as Ingard Financial's reputation and values. This will show that you're genuinely interested in the role and the company.
✨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 stakeholders informed, as these stories will highlight your interpersonal skills.
✨Attention to Detail is Crucial
Given the nature of the role, attention to detail is vital. During the interview, mention specific instances where your meticulousness made a difference, whether in admin tasks or client interactions. This will demonstrate that you can handle the responsibilities of the position with care.
✨Be Ready for Problem-Solving Scenarios
Prepare for potential problem-solving questions. Think of challenges you've faced in previous roles and how you overcame them. This will not only showcase your problem-solving skills but also your ability to work under pressure, which is essential for this job.
