Client Relationship Manager

Options Resourcing
11 Sep 2018
18 Sep 2018
Contract Type
Full Time

Are you an administrator within a financial services or regulated environment, looking for a challenging 360 role that you can really get your teeth into and make a difference?

Are you someone who understands FCA regulation, who's looking to progress into more of a conultative administative position where you can take ownership and assist with the performance management process?

If so, then you could be EXACTLY who I am looking for!

My client are an exciting, established, market leading Mortgage & Protection brokerage firm who are looking to take on a Client Relationship Manager to join their Processing Team. As a Client Relationship Manager, you will be responsible for the following:

* Sending Welcome Packs to clients as well as confirming client appointments
* Verifying ID/Documents/Scanning documents as required
* Completing affordability checks as well as DIP's and full applications for both Mortgage and Protection cases
* Keeping tight control of all applications within your pipeline, gathering all documents requested from the lender/protection provider
* Writing Suitability Letters
* Production of KFI's and Protection Illustrations
* Sending invoices and collecting fees
* Conducting pipeline reviews with Mortgage Advisors and Protection Consultants
* Liaising with BDM's as well as Lender/Protection providers
* Acting as the primary point of contact for all clients post-application

The ideal applicant will have a minimum of 12 months' administration experience for a regulated/financial services comapny, as well as good IT skills across a range of relevant applications including Word, PowerPoint, Excel and Outlook.

You will also posess excellent planning and organisational skills, not afraid of working to challenging deadlines, very high attention to detail, able to work independantly as well as within a team as well as a positive outlook to identify solutions rather than problems.

In return you will be offered a highly competitive basic salary as well as performance related bonus, Monday to Friday working hours only within a fun and vibrant team that offer an early finish every Friday with takeaways and drinks provided to you at your desk!

If you're interested then get your CV across TODAY as we are looking to fill this vacancy ASAP. For more information, please contact Stuart on ##### ######

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