Role responsibilities
Handle warm calls generated from online inquiries and existing clients, ensuring a high level of customer service and satisfaction
Schedule and coordinate appointments for advisors, ensuring efficient time management and client engagement
Foster and maintain strong relationships with clients, understanding their needs and providing tailored solutions
Manage day-to-day administrative tasks, including updating client records, preparing reports, and ensuring compliance with company policies
Benefits
Competitive salary and performance-based incentives
Friendly and supportive work environment
Company benefits package including pension and bonus schemes
Opportunity for career growth and advancement within the company
About the position
We are seeking a dynamic and motivated Relationship Manager to join our client’s team. This is an excellent opportunity for individuals with previous relationship manager experience or telesales experience within the financial services sector looking to advance their career in a supportive and professional environment. This is an opportunity for someone to come on board and impress. Achievements will be rewarded not only with financial incentives but also with the chance to develop skills and gain qualifications, fully funded by us, with options to become a fully qualified Mortgage Advisor to them a Financial Planner.
