Mortgage Administrator / Client Relationship Manager
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Mortgage Administrator / Client Relationship Manager
3 days ago - Be among the first 25 applicants.
Location: Taunton
Salary: GBP 24,000 - GBP 26,500
Working Hours: 08:45 - 17:15, Full-time, Office Based.
Haw 3 Talent Solutions is hiring on behalf of their client for a Mortgage Administrator to work in Taunton, Somerset. You will join a market-leading financial services company that provides hassle-free advice on financial matters including Mortgages, Wealth Management, and Accountancy.
Main Responsibilities
* Communicate effectively with all client enquiries.
* Proactively manage daily tasks, transacting cases onto the system, supporting consultants and clients throughout the application process.
* Liaise with providers to ensure seamless service delivery.
* Work in accordance with FCA standards, ensuring compliance and data protection guidelines are followed when discussing client updates.
* Use various software packages for data entry and monitoring the company’s client database.
* Work under pressure, prioritise workload, and meet client expectations to deliver excellent service.
* Support client relations through effective communication.
* Sort and distribute incoming post and organise outgoing post.
* Book meeting rooms and conference facilities as needed.
* Prepare refreshments for meetings as required.
Experience and Skills Required
* High motivation, organisational skills, and the ability to manage your workload.
* Willingness to undertake exams to enhance your knowledge in Financial Services.
* Proactive, tenacious, and initiative-driven.
* Ability to work closely with team members and management.
* Open to feedback and committed to achieving objectives and service standards.
* Professionalism and excellence in client service.
* Strong communication skills (face-to-face, phone, email).
* Confidentiality and discretion.
* Understanding of compliance and GDPR in financial services.
Benefits
* Comprehensive induction program.
* Annual salary review and bonus scheme.
* Study support (financial and time off).
* 30 days holiday + 8 bank holidays.
* Access to a commercial gym.
* Day off for your birthday.
* Christmas shutdown.
* BUPA Employee Assistance Program.
* Great culture and company events.
* Pension and sick pay.
Closing date: 14.03.2025. Please follow the application process on the site where this job is advertised. By applying, you agree to our Privacy Policy. Haw 3 Talent Solutions is committed to fair recruitment based on suitability for the role.
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