Client Relationship Manager

Job Title: Client Relationship Manager
Location: Office-Based - Bath Area
Salary: £27,000 (with structured progression to £30,000)
Type: Full-Time, Permanent

About the Role:
We are currently recruiting for a dynamic and personable Client Relationship Manager/Customer Care to join a growing team within a leading mortgage and protection business. This is an exciting opportunity for someone passionate about client service, looking to build a long-term career in the financial services sector.

This role offers clear progression into a Mortgage Advisor position, with salary increases tied to your professional development:

• £28,500 upon successful completion of CeMAP 1

• £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.