Taunton
(phone number removed) + bonus
Full-time, Permanent
Join 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 & Coordination: Communicate with lenders, insurers, and solicitors to provide seamless support across all stages of the application.
Compliance & 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 financial services space.
Strong interpersonal skills, with a passion for building trusted relationships.
Excellent organisational and multitasking abilities.
A positive, solutions-focused attitude with a commitment to client service.
Willingness to work towards professional qualifications and grow within the firm.
What’s on Offer?
Career Development & Benefits:
Annual bonus scheme.
30 days holiday plus bank holidays (with additional leave for Christmas shutdown).
Study support, including funded exams and study time.
Pension scheme and sick pay.
BUPA Employee Assistance Program and access to an onsite commercial gym.
Birthday day off and regular company events.
Opportunities to support the firm’s charitable foundation.
A collaborative, forward-thinking culture with long-term career growth in mind.
Why Apply?
If you’re looking to join a company that puts client service and employee development at the heart of what it does, this is an excellent opportunity to take the next step in your career
Salary description
£25000.00 - £30000.00 per year