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