Job Description: Job Title: Client Relationship Manager
Location: Office-Based - Baillieston-Glasgow (Contact Centre)
Salary: £27,000 (with structured progression to £30,000)
Type: Full-Time, Permanent
About the Role:We are currently recruiting for a dynamic and personable
Client Relationship Manager/Customer Care to join a growing team within a leading mortgage and protection business in Baillieston. This is an exciting opportunity for someone passionate about client service, looking to build a long-term career in the financial services sector.
This role offers
clear progression into a Mortgage Advisor position, with salary increases tied to your professional development:
- £28,500 upon successful completion of CeMAP 1 and 2
- £30,000 upon full CeMAP qualification
In addition, the role offers
quarterly performance-based bonuses.
Key Responsibilities: - Act as the first point of contact for new and existing clients
- Book appointments for mortgage and protection advisors
- Maintain and manage ongoing client relationships, ensuring a high standard of customer care
- Respond promptly and professionally to inbound client queries via phone and email
- Update and manage client data within the CRM system
- Assist with document gathering and pre-appointment admin
- Monitor advisor pipelines to support application progression
- Provide follow-up support after appointments to ensure client satisfaction and completion of next steps
- Identify potential opportunities for upselling or cross-selling financial products and services
- Liaise closely with advisors and compliance to ensure a smooth customer journey
What We're Looking For: - A friendly, professional, and client-focused individual with strong interpersonal skills
- Excellent organisational and time-management abilities
- Confidence in handling multiple tasks in a fast-paced environment
- Previous experience in a customer service or sales support role (financial services experience desirable but not essential)
- Strong written and verbal communication skills
- A genuine interest in progressing to a Mortgage Advisor role
Career Progression & Development:This is not just a job - it’s a pathway to a long-term career in the mortgage and protection industry. Full training and support are provided, including guidance through CeMAP qualifications, giving you a structured route to become a fully qualified advisor with excellent earning potential.
Additional Benefits: - Structured bonus scheme (quarterly performance-based)
- Support towards industry qualifications
- Pension scheme
- Holiday allowance
- Positive, team-focused working environment
If you're enthusiastic, customer-driven, and eager to grow your career in financial services, we’d love to hear from you.