Client Relationship Manager

Client Relationship Manager – Mortgages
Taunton
Full-time, Permanent

Our partner, an award-winning mortgage advisory firm are seeking new a Client Relationship Manager for their Taunton office.

This is a brilliant opportunity to build your career in financial services, with clear long-term potential to progress. You’ll be supported to work towards mortgage qualifications, with a future path into an advisory role if that’s your goal.

What’s on offer

• Annual bonus scheme (3% - twice yearly)
• Overtime paid at £20 per hour
• Fully Funded Qualifications
• Referral commission for introducing friends and family.
• 30 days' holiday plus bank holidays.
• Study support with funding and time to study during the working day.
• On-site gym access.
• Birthday day off to celebrate.
• BUPA Employee Assistance Program for health and well-being support.
• Contributory pension scheme and sick pay.
• Comprehensive induction and ongoing professional development opportunities.

In this role, you’ll be a key point of contact for clients, supporting Mortgage Advisers and ensuring every stage of the client journey runs smoothly.

The role

• Support clients and advisers throughout the mortgage process, managing cases proactively and efficiently
• Liaise with lenders, insurers, and solicitors to provide seamless support
• Ensure client records and case files meet compliance and data protection standards
• Help implement effective processes and support smooth office operations
• Provide general admin support, including post, meeting coordination, and office duties

What we’re looking for

• A genuine desire to start or grow your career in mortgages or financial services
• Strong interpersonal skills and a passion for building trusted relationships
• Excellent organisational and multitasking ability
• Positive, solutions-focused attitude with a commitment to great client service
• Willingness to work towards professional qualifications and grow within the firm

If you’re looking to join a company that puts client service and employee development at the heart of what they do - we’d love to hear from you.

Apply now or drop us a message to find out more.