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For Companies At a Glance
- Tasks: Be the go-to person for clients, ensuring top-notch service and support.
- Company: Join a leading mortgage and protection business in a vibrant team.
- Benefits: Earn £27,000 with structured progression to £30,000 and quarterly bonuses.
- Why this job: Kickstart your career in financial services with clear pathways to advancement.
- Qualifications: Strong interpersonal skills and a passion for customer service are key.
- Other info: Enjoy a supportive environment with training for industry qualifications.
The predicted salary is between 22700 - 30000 £ per year.
Job Description
- £28,500 upon successful completion of CeMAP 1 and 2
- £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.
Customer Relationship Manager employer: The Recruitment Experts
Contact Detail:
The Recruitment Experts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Relationship Manager
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This way, when you chat with them, you can show off your knowledge and passion for what they do.
✨Tip Number 2
Practice makes perfect! Role-play common interview questions with a mate or in front of the mirror. The more comfortable you are, the better you'll come across during the real deal.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and even a foot in the door.
✨Tip Number 4
Don’t forget to follow up! After your interview, shoot a quick thank-you email to express your appreciation. It shows you're keen and keeps you fresh in their minds.
We think you need these skills to ace Customer Relationship Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Relationship Manager role. Highlight your customer service experience and any relevant skills that match what we're looking for.
Show Your Passion: Let us know why you're excited about this opportunity! Share your enthusiasm for client service and your interest in progressing to a Mortgage Advisor role. We love seeing genuine passion.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate a well-structured application that gets straight to the point.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at The Recruitment Experts
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Relationship Manager inside out. Familiarise yourself with the key responsibilities and think about how your past experiences align with them. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your People Skills
As this role is all about client relationships, be prepared to demonstrate your interpersonal skills. Think of examples from your previous roles where you've successfully managed client interactions or resolved issues. Highlighting these experiences will show that you can handle the fast-paced environment and maintain high customer care standards.
✨Prepare Questions
Interviews are a two-way street, so come armed with thoughtful questions about the company culture, team dynamics, and career progression opportunities. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Follow Up
After the interview, don’t forget to send a thank-you email. Express your appreciation for the opportunity and reiterate your interest in the role. This small gesture can leave a lasting impression and keep you top of mind as they make their decision.