Job Title: Client Relationship Manager
Location: Office-Based - Bath Area
Salary: £27,000 (with structured progression to £30,000)
Type: Full-Time, Permanent
About the Role:
We are currently recruiting for a dynamic and personable Client Relationship Manager/Customer Care to join a growing team within a leading mortgage and protection business. This is an exciting opportunity for someone passionate about client service, looking to build a long-term career in the financial services sector.
This role offers clear progression into a Mortgage Advisor position, with salary increases tied to your professional development:
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£28,500 upon successful completion of CeMAP 1
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£30,000 upon full CeMAP qualification
In addition, the role offers quarterly performance-based bonuses.
Key Responsibilities:
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Act as the first point of contact for new and existing clients
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Book appointments for mortgage and protection advisors
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Maintain and manage ongoing client relationships, ensuring a high standard of customer care
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Respond promptly and professionally to inbound client queries via phone and email
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Update and manage client data within the CRM system
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Assist with document gathering and pre-appointment admin
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Monitor advisor pipelines to support application progression
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Provide follow-up support after appointments to ensure client satisfaction and completion of next steps
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Identify potential opportunities for upselling or cross-selling financial products and services
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Liaise closely with advisors and compliance to ensure a smooth customer journey
What We're Looking For:
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A friendly, professional, and client-focused individual with strong interpersonal skills
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Excellent organisational and time-management abilities
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Confidence in handling multiple tasks in a fast-paced environment
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Previous experience in a customer service or sales support role (financial services experience desirable but not essential)
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Strong written and verbal communication skills
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A genuine interest in progressing to a Mortgage Advisor role
Career Progression & Development:
This is not just a job - it’s a pathway to a long-term career in the mortgage and protection industry. Full training and support are provided, including guidance through CeMAP qualifications, giving you a structured route to become a fully qualified advisor with excellent earning potential.
Additional Benefits:
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Structured bonus scheme (quarterly performance-based)
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Support towards industry qualifications
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Pension scheme
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Holiday allowance
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Positive, team-focused working environment
If you're enthusiastic, customer-driven, and eager to grow your career in financial services, we’d love to hear from you.
