Client Relationship Executive

Trulife Financial Limited; Caerphilly; On-site; GBP 19,000 - 22,000; Part time

Job summary

Trulife Financial Limited in Caerphilly is seeking a friendly, proactive assistant to support clients and advisers from our office. You will contact clients regarding mortgage follow-ups, wealth servicing and insurance matters, arrange appointments and keep clients informed throughout the process.

The role involves maintaining client records, following up outstanding information and liaising with advisers to connect clients with mortgage, wealth and protection services.

Qualifications

• Friendly, confident, professional telephone manner.
• Strong communication, organisational skills and attention to detail.
• Ability to discuss mortgages, wealth servicing and insurance matters with clients.

Responsibilities

• Build and maintain positive client relationships.
• Follow up on mortgage enquiries, applications and outstanding requirements.
• Support advisers with mortgage follow-up calls and client communications.
• Contact wealth clients regarding servicing, reviews, appointments and information.
• Assist with queries for insurance clients and follow-ups.
• Handle telephone and email enquiries professionally.
• Arrange client reviews and appointments with advisers.
• Coordinate appointments and adviser diaries; send reminders.

Skills

Telephone manner

Communication skills

Organisational skills

Attention to detail

Email proficiency

Task prioritisation

Independent worker

Team player

Job description

Location: Caerphilly — fully office-based

Pay: £15 per hour, self-employed

Hours: Initially around 10 hours per week, with flexible hours to be discussed

About the role

We’re looking for a friendly, organised and proactive person to support our clients and advisers at Trulife Financial.

You’ll contact clients regarding mortgage follow-ups, wealth servicing and insurance matters. You’ll arrange appointments, follow up outstanding information and provide a reassuring point of contact while keeping clients informed throughout.

Your responsibilities

• Build and maintain positive relationships with our clients.
• Contact clients to follow up on mortgage enquiries, applications and outstanding requirements.
• Support advisers with mortgage follow-up calls and client communications.
• Contact wealth clients regarding servicing, reviews, appointments and outstanding information.
• Maintain regular contact with insurance clients and assist with queries or follow‑up requirements.
• Handle telephone and email enquiries professionally.
• Arrange client reviews and appointments with mortgage, wealth and insurance advisers.
• Book appointments, send reminders and coordinate adviser diaries.
• Follow up outstanding information, documents and actions.
• Maintain accurate client records and contact notes.
• Liaise with clients, providers and insurers where appropriate to obtain updates or supporting information.
• Identify opportunities to connect clients with our mortgage, protection and wealth advisers.
• Handle client information confidentially and follow company procedures.

About you

You’ll have:

• A friendly, confident and professional telephone manner.
• Strong communication and organisational skills.
• The ability to speak confidently with clients about mortgages, wealth servicing and insurance matters.
• Good attention to detail and a commitment to following tasks through.
• Confidence using email, office software and client databases.
• The ability to manage follow‑ups and prioritise tasks effectively.
• The ability to work independently and as part of a team.
• A professional, helpful and client‑focused approach.

Experience in customer service, administration or financial services would be helpful. Experience in mortgage, wealth management or insurance support is desirable but not essential.

What we offer

• Flexible working hours by agreement.
• A modern office environment in Caerphilly.
• Support and guidance from our team.
• The opportunity to contribute to a growing business and build strong client relationships.
• The opportunity to gain experience across mortgage, wealth and insurance services.