At a Glance
- Tasks: Be the friendly face for clients and help them navigate their mortgage journey.
- Company: Join a leading mortgage and protection business in a supportive team.
- Benefits: Earn up to £30,000 with bonuses, training, and a pension scheme.
- Other info: Enjoy a positive work environment with opportunities for professional growth.
- Why this job: Kickstart your career in financial services with clear progression to Mortgage Advisor.
- Qualifications: Strong communication skills and a passion for client service.
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.
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