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.

Client Relationship Manager- Mortgages