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Customer Relationship Manager

On Application

A brilliant new opportunity has become available for a Customer Relationship Manager with one of the UK's leading mortgage brokers based in Edinburgh.

Ref: FPSG/CMC/63177

Our client is seeking experienced and ambitious Customer Relationship Manager to join their successful team.

The purpose of the role is to support a large team of Mortgage Brokers dealing with House Purchases, Re- Mortgages and associated products.

Role Duties and Responsibilities

  • Provide support to advisors making a recommendation around a fully protected mortgage

  • Arrange appointments and manage advisors diaries to maximise sales opportunities

  • Chase applications effectively to offer/terms, updating client every 72 hours, minimum, to ensure exceptional customer service and generating client referrals

  • Chase commissions

  • Complete all client transactions in accordance with the company sales process, FSA and compliance requirements

  • Maintain strong working relationships with colleagues

  • Develop and maintain strong relationships with clients

  • To work within all legal and company requirements

  • To follow Sales support Procedures

Person Specification

To be considered for this opportunity, our client does require the following experience /background:

  • Experience working in a mortgage brokers or financial advisors office

  • Have a working knowledge of all mortgage and protection products and a knowledge of broker operations

  • A CeMap qualification would be preferred however is not essential

  • Customer service/telephony experience is essential

  • Must be able to display a can do attitude, be self-motivated and have great communication skills

  • Strong time management skills are essential


In return our client will reward you with a competitive salary, on target bonuses and career progression opportunities in accordance with business needs.

Next Steps

To apply for this position please send your CV to FPSG ASAP!

Equal Opportunities:

FPSG is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.

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