Mortgage Administrator
Client Relationship Manager Mortgages Taunton (phone number removed) + bonusFull-time, PermanentJoin a highly respected mortgage advisory firm as a Client Relationship Manager within their Taunton office.Available for trainee or experienced candidates. This is a brilliant opportunity to build your career in financial services, with long-term potential to progress, including support to pursue mortgage qualifications and eventually step into an advisory role. In this position, you ll be a key point of contact for clients, supporting Mortgage Advisers and helping ensure each stage of the client journey runs smoothly. Key Responsibilities Client Experience: Act as the first point of contact for client enquiries, delivering a professional and personable experience. Case Management: Support clients and advisers throughout the mortgage process, managing cases proactively and efficiently. Liaison and Coordination: Communicate with lenders, insurers, and solicitors to provide seamless support across all stages of the application. Compliance and Accuracy: Ensure client records and case files meet FCA and data protection standards. Operational Support: Work with the Head of Client Relations to implement effective procedures and help streamline office operations. Team Support: Provide admin support to the advisory team, manage post, coordinate meetings, and handle general office duties. What You ll Need to Succeed A genuine desire to start or grow your career in the mortgage or fina
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!