At a Glance
- Tasks: Be the friendly face for clients, managing relationships and supporting mortgage advisors.
- Company: Join a leading mortgage and protection business in a vibrant team.
- Benefits: Earn £27,000 with bonuses, training support, and a clear path to £30,000.
- Other info: Enjoy a positive work environment with structured progression to a Mortgage Advisor role.
- Why this job: Kickstart your career in financial services with growth opportunities and professional development.
- Qualifications: Strong interpersonal skills and a passion for client service are essential.
The predicted salary is between 27000 - 33000 £ per year.
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:
- £28,500 upon successful completion of CeMAP 1
- £30,000 upon full CeMAP qualification
In addition, the role offers quarterly performance-based bonuses.
Key Responsibilities:
- Act as the first point of contact for new and existing clients
- Book appointments for mortgage and protection advisors
- Maintain and manage ongoing client relationships, ensuring a high standard of customer care
- Respond promptly and professionally to inbound client queries via phone and email
- Update and manage client data within the CRM system
- Assist with document gathering and pre-appointment admin
- Monitor advisor pipelines to support application progression
- Provide follow-up support after appointments to ensure client satisfaction and completion of next steps
- Identify potential opportunities for upselling or cross-selling financial products and services
- Liaise closely with advisors and compliance to ensure a smooth customer journey
What We're Looking For:
- A friendly, professional, and client-focused individual with strong interpersonal skills
- Excellent organisational and time-management abilities
- Confidence in handling multiple tasks in a fast-paced environment
- Previous experience in a customer service or sales support role (financial services experience desirable but not essential)
- Strong written and verbal communication skills
- 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:
- Structured bonus scheme (quarterly performance-based)
- Support towards industry qualifications
- Pension scheme
- Holiday allowance
- 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.
Client Relationship Manager (“CRM”) employer: The Recruitment Experts
Join a supportive and professional team as a Remote Block Manager in West Norwood, where flexibility meets opportunity. With the potential to grow your role and a focus on work-life balance, this part-time position allows you to manage a small portfolio of residential blocks while enjoying the benefits of hybrid working. Embrace a culture that values independence and offers a competitive salary tailored to your experience.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager (“CRM”)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like The Recruitment Experts. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Manager (“CRM”)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Recruitment Experts.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Recruitment Experts's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Recruitment Experts
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Recruitment Experts.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Recruitment Experts will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Recruitment Experts employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
