Client Manager

Navigate Mortgages; Belfast; On-site; GBP 30,000 - 40,000; Full time

Job summary

Navigate Mortgages seeks a Mortgage Client Manager to guide clients through their mortgage journey. The successful candidate will possess excellent communication and organisational skills, with a focus on customer service and a proactive attitude. Join a supportive team that values your contributions and offers growth opportunities.

Benefits

20 days of annual leave plus statutory holidays

Flexible working options

Performance-based incentives

Qualifications

• Solid understanding of financial providers and product types.
• Flexibility and adaptability to meet evolving business needs.
• Outstanding customer service and presentation skills.

Responsibilities

• Assist in preparing suitability reports and application documentation.
• Collaborate with the mortgage and protection team for high-quality support.
• Maintain client records and ensure compliance in documentation.

Skills

Customer service

Organisational skills

Attention to detail

Communication

Administrative abilities

Education

Minimum of two years’ experience in the financial services industry

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

JOB TITLE: Mortgage Client Manager

LOCATION: Studio 3, Strand Studios, 150 Holywood Road, Belfast, BT4 1NY

HOURS: 40 hours per week (one hour paid lunch)

We are looking for a highly organised and detail-oriented Client Manager with excellent communication to join our Mortgage and Protection team. The ideal candidate will bring experience in financial services, a customer-focused approach, and a proactive attitude to support our mortgage and protection team effectively.

This is an exciting opportunity to be part of a supportive and forward-thinking business that invests in its people and offers real pathways for development.

If you are passionate about delivering outstanding client support, we’d love to hear from you. In return, we offer a competitive salary (negotiable based on experience), flexible working options, 20 days of annual leave plus statutory holidays, and performance-based incentives.

Take the next step in your career with a team that’s invested in your development and future.

Why Join Navigate

GENERAL RESPONSIBILITY:

A Client Manager will be essential in guiding clients through every step of their mortgage and protection journey with Navigate Mortgages, providing consistent support to the whole mortgage and protection team.

This position involves engaging with a diverse range of clients and providers, ensuring all administrative processes run smoothly, and contributing to a dynamic team environment.

MAIN DUTIES:

• Collaborate with the mortgage and protection team to deliver high-quality administrative support.
• Submit mortgage and insurance applications and new business to various lenders and providers.
• Liaise regularly with mortgage lenders and insurance providers, overseeing applications from initiation to completion.
• Maintain clear communication with clients throughout the entire process.
• Ensure existing clients undergo our review process accurately and within company timelines.
• Input and maintain precise client records using our back-office system, Platform, and other IT tools.
• Assist in preparing suitability reports, including illustrations and application documentation.
• Ensure clients applications are processed, with records and files being complete and compliant with our network.
• Serve as a friendly, professional point of contact for clients and inquiries via phone, whatsapp, email, and in person.
• Undertake any additional reasonable tasks as requested by Directors or Senior staff.

KNOWLEDGE AND SKILLS REQUIRED FOR THE JOB

The ideal candidate will meet all of the essential criteria listed below:

Essential Criteria:

• Minimum of two years’ experience in the financial services industry, with a solid understanding of financial providers and product types.
• Proficient in Microsoft applications such as; Excel, Word, and Outlook at an intermediate level or higher.
• Outstanding customer service and presentation skills.
• Strong organisational and administrative abilities, with a keen attention to detail and accuracy.
• Capability to work effectively under pressure to prioritise tasks and manage workload.
• Flexibility and adaptability to meet the evolving needs of the business.

Desirable Criteria:

• Experience with all aspects of residential mortgages and associated protection products, including Life Insurance, Critical Illness, Income Protection, and Buildings & Contents Insurance.

This role presents an exciting opportunity to join an innovative, forward-thinking company. You'll be part of a collaborative and ambitious team where your contributions are valued and your ideas can make a real difference.

Please send your C.V. to;

[e-mail]