Senior Client Relationship Manager

  • Job Reference: 164587093-2
  • Date Posted: 1 August 2020
  • Recruiter: Confidential
  • Location: Taunton, Somerset
  • Salary: £21,500 to £27,000
  • Sector: Administration
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Senior Client Relationship Manager (Mortgages)

THE COMPANY: Our client are an award - winning and very successful mortgage advisory firm. Their core values are at the heart of everything they do, unparalleled level of service to clients, relationships based on trust and integrity, a personal mortgage recommendation tailored for their clients, every client treated like their only client.


Luxurious, bright and modern offices that have been recently renovated.
A stunning fully equipped gym with showers and changing room facilities.
Spacious and relaxing staff room with wide screen TV, comfy sofas and free fruit baskets.
Generous pension scheme.
Lifestyle Allowance; the opportunity to take one morning or afternoon per month for any personal appointments.
31 days holiday
An additional day's holiday to celebrate your birthday.
Generous allowance for sick pay to support individuals when they need it most.
Full financial support for any appropriate industry qualifications. In addition, 10 hours study time per month awarded to those undertaking qualifications.ROLE: We are currently working with our client to recruit for a Senior Client Relationship Manager working Monday-Friday at their offices in central Taunton. This is a great opportunity to join an outstanding business who value their staff and have an excellent reputation. The Client Relations team is accountable for delivering a high level of professionalism to provide client service excellence. The team transacts, manages and are responsible for the client's needs and the day to day running of mortgage client relations. Daily duties will include:

Opening and closing of the office as and when required
Communicate and work efficiently with all client enquiries, treating every client as the only client
Prepare refreshments for client and Company meetings as required
Pro-actively manage day to day tasks; transacting cases onto the system, providing support to the adviser and clients throughout the application process
Liaising with solicitors, insurance providers and mortgage lenders to provide a seamless service to our clients
Work to FCA approved standards, ensuring work is compliant and within data protection guidelines when discussing client updates
Competently use a variety of software packages to include data entry and monitoring of the Company client database
The ability to work under pressure and prioritise your workload to meet client expectations therefore delivering exceptional service always
Provide efficient administrative support to advisers through effective and regular communication
Work with the Head of Client Relations to co-ordinate, and implement office procedures effectively
A role model, coach and mentor for less experienced Client Relationship Managers and colleagues
Provide assistance and support with training for the team and other colleagues as and when required
Sort and distribute incoming post and organise outgoing post
Order and maintain stationary and equipment supplies for the Company
Be able to efficiently book meeting rooms and conference facilities as needed
Assist and support the team, your colleagues and the Company as required


A high degree of personal motivation, organisational skills and the ability to manage your own workload and supporting other team members.
A willingness to undertake exams to further your personal knowledge within the Financial Services industry
An excellent understanding of the mortgage industry to include standard business processes
Flexibility and approachability under pressure
You must be proactive, tenacious and show initiative at all times
The ability to communicate confidently, clearly and effectively at all levels
The ability to work closely with other members of the team and management team
A pro-active learning mind-set with the ability to deliver and receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients
A high level of professionalism to deliver client service excellence
The ability to build excellent relationships with all colleagues through role model behaviour in line with the Company culture and strategic objectivesREQUIRED QUALIFICATIONS:

CII CF1, CF6 & R01 AchievedWe would love to speak to candidates who have the following attributes:

organised and self-motivated.
Have exceptional customer service experience with a flexible and adaptable approach.
IT Literate, our client use 360, previous experience of this system would be beneficial.
Experienced within the industry and strong market knowledge
Personable, presentable and punctual
2 year's client service experience within the Financial Services industry in a similar environment
A comprehensive knowledge of industry products and processes to enable you to deal and assist with complex cases
Excellent communication skillsTo apply for this fantastic opportunity please contact Georgie on (phone number removed). You can also apply for the role online or email your CV directly to (url removed) and we will be in touch.

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