Client Relationship Manager – Mortgages
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.