Third Floor, Tring House, 77-81 High Street, Tring, Hertfordshire, HP23 4AB +44 (0)207 993 3368

"Connecting Clients & Candidates for Life"

Client Relationship Manager

Southampton, Hampshire
£21,000 per annum

MyCFL Ltd is working with a well established independent mortgage broker. With over 40 years’ experience in the industry, they fully understand the challenges their clients face, and together with extensive experience and expertise they guide their clients through the complex process of buying a house, remortgaging or investing in the property market. We currently have an exciting new opportunity for a Client Relationship Manager to join their busy team in Southampton.

The Package - What you could earn

  • Salary up to £21,000 per annum depending on experience 
  • Bonus of up to £300 per month

Client Relationship Manager - Main Duties and Responsibilities:

  • Verifying ID/Documents ensuring applicants meet the lender criteria
  • Completing AML and compliance checks as a risk prevention
  • Tight tracking of mortgage/protection applications, efficient gathering of additional/missing documents from client
  • Updating back office system with step by step life of the application
  • Assisting in the researching of mortgage solutions
  • Ensuring invoices are sent
  • Liaising BDM’s and lenders/protection provider/s
  • Keeping up to speed with current criteria and policy for all lenders on our panel
  • Acting as a primary point of contact for all clients post submission of application

The Person - Skills, Knowledge, Qualifications and Experience:

  • Minimum of 1 years administration experience within a regulated or financial services environment
  • Knowledge of the regulatory environment in the UK, and in particular FCA regulation
  • Good IT skills in a range of relevant applications (Word, PowerPoint, Excel, Outlook)
  • Excellent planning and organisational skills with an ability to work to challenging deadlines
  • Ability to work without supervision
  • Ability to work collaboratively within a team
  • High standard of attention to detail and record keeping
  • Strong communicator with good written and oral communication skills
  • Adopts a proactive approach and seeks out solutions
  • Flexible and supportive approach to working practices

Are you a Client Relationship Manager seeking a new and exciting challenge within a well-established company? Is this you? Apply today!