Client Relationship Administrator

Office Angels; Taunton; On-site; GBP 24,000 - 27,000; Full time

Job summary

A recruitment agency is seeking a Client Relationship Administrator to join a team in Taunton. The role involves supporting clients throughout their mortgage journey, managing applications, and ensuring smooth operations. Strong administrative skills and experience in financial services are essential. The position offers a salary of £24,000 - £26,500 annually, competitive benefits, and a supportive work environment.

Benefits

Competitive pension scheme

Additional time off for birthdays

Support with professional development

Thorough induction programme

Annual performance reviews

Access to Employee Assistance Programme

Modern office facilities

Qualifications

• Background in administration, ideally within financial or professional services.
• Enjoys helping others and delivering excellent service.
• Highly organised and takes pride in work.

Responsibilities

• Responding to client queries.
• Managing mortgage applications from start to finish.
• Liaising with lenders and providers.
• Maintaining accurate records using internal systems.
• Supporting consultants with documentation.
• Coordinating meetings and handling post.
• Assisting with office procedures.

Skills

Strong administrative experience

Excellent attention to detail

Confident communicator

Self-motivated and adaptable

Comfortable using IT systems

Job description

Do to exciting expansion we are now seeking a Client Relationship Administrator to join our established client's team in Taunton.

Ready to take the next step in your career within a dynamic and supportive team? Do you thrive in an environment that values your input, encourages growth, and promotes a healthy work-life balance? If that sounds like you, this opportunity could be just what you're looking for!

Position: Client Relationship Administrator
Location: Taunton, Somerset (Office-based)
Working Hours: Monday to Friday, 8:45 AM - 5:15 PM
Salary: £24,000 - £26,500 per annum (dependent on experience in financial services)

Why You'll Love Working Here:

• Secure Your Future: Competitive pension scheme with generous contributions.


• Celebrate: Enjoy additional time off for your birthday and at Christmas.


• Invest in Your Growth: Support with professional development - both funding and study time.


• Start Strong: A thorough induction programme ensures you feel confident from day one.


• Recognised & Rewarded: Annual performance reviews and a bonus scheme mean your efforts are always appreciated.


• Your Wellbeing Matters: Access confidential support through the Employee Assistance Programme.


• Work in Style: Bright, modern offices include a fully equipped gym, showers, and a welcoming staff room.


• Thrive in a Positive Culture: Join a values-led team that genuinely looks out for one another.

About the Role

As a key member of the Client Relations (mortgages) team, you'll play a vital role in ensuring a smooth and professional experience for clients throughout their mortgage journey. You'll be the go-to person for administrative support, helping both clients and consultants navigate the process with ease.

Your Day-to-Day Will Include:

• Responding to client queries.


• Managing mortgage applications from start to finish.


• Liaising with lenders and providers.


• Maintaining accurate records using internal systems and software.


• Supporting consultants with documentation and case progression.


• Coordinating meetings, preparing refreshments, and handling post.


• Assisting with office procedures and ensuring smooth daily operations.

Who We're Looking For

You'll thrive in this role if you have a background in administration, ideally within financial or professional services. You're someone who enjoys helping others, is highly organised, and takes pride in delivering excellent service.

Key Attributes:

• Strong administrative experience.


• Excellent attention to detail.


• Confident communicator with a personable approach.


• Self-motivated and adaptable.


• Comfortable using IT systems and databases.


• Professional, punctual, and presentable.

Ready to Apply?

Send your CV to [e-mail] or apply online today. For a friendly chat about the role, contact Catherine or Georgie on 01823 285440.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.