Client Relationship Administrator - Mortgages
295100459

£24,000 - £26,250 Per Annum

Full Time

Permanent

Taunton, Somerset

Administration

Posted 29 days ago

Expires In 2 Hours

Job Description

Client Relationship Administrator – Leading Financial Services Firm – 24,000.00 – 26,250.00
 
Are you ready to embark on a rewarding career journey with a prominent Financial Services firm, recognised for its commitment to excellence?

Join a dynamic team in Taunton as a Client Relationship Administrator, where you will play a pivotal role in delivering exceptional client service.
 
Key Purpose:
As a Client Relationship Administrator, you will be the first point of contact for clients, embodying the company values and ensuring a seamless experience. Your responsibilities include maintaining a high level of professionalism, efficiently managing client inquiries, and providing crucial administrative support to our mortgage advisory team.
 
Key Objectives:
  • Communicate and work efficiently with all client inquiries, ensuring a personalised and exceptional experience.
  • Proactively manage day-to-day tasks, including transacting cases, supporting advisers, and liaising with external parties.
  • Adhere to FCA-approved standards, ensuring compliance and data protection guidelines.
  • Utilise various software packages for data entry and database monitoring.
  • Work under pressure, prioritise tasks and deliver exceptional service to meet client expectations.
  • Provide efficient administrative support to advisers through effective communication.
  • Collaborate with the Head of Client Relations to implement office procedures effectively.
  • Handle incoming and outgoing post, order supplies, and assist in office management tasks.
  • Demonstrate flexibility, approachability, and initiative under pressure.
 
Key Benefits:
  • Comprehensive induction programme.
  • Annual salary review.
  • Annual bonus scheme.
  • Study support (financially and during working hours).
  • 30 days holiday allowance per year (subject to business needs).
  • Additional 2 days leave for Christmas shutdown.
  • Access to an on-site commercial gym.
  • Day off for your birthday.
  • BUPA Employee Assistance Program.
  • Opportunity to contribute to the company Foundation and Community Green Initiative.
  • Inclusive culture and engaging company events.
  • Pension and sick pay.
 
Requirements:
  • Personal motivation, strong communication, organisational skills, and the ability to manage your workload effectively.
  • Experience in dealing with customers and clients at all levels.
  • Willingness to undertake exams for continuous personal development in the Financial Services industry.
  • Proactive, tenacious, and able to always show initiative.
  • Ability to work closely with team members and the management team.
 
 
Have you got what it takes? Join our award-winning client in delivering excellence and building lasting client relationships.

Apply now to be a part of the vibrant and supportive team!
 
For full details please contact Ellis Mears at the Gloucester Pertemps Office

Ellis Mears295

ellis.mears@pertemps.co.uk

01452 507 500

Division 295

Pertemps Gloucester

Unit A4

Elmbridge Court

Cheltenham Road East

Gloucester

Gloucestershire

GL3 1JZ

01452 507500

View Branch Details
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