Client Relationship Manager

First Mortgage is one of the UK’s longest-established mortgage advisers, providing free impartial advice for over 25 years. Originally founded in Scotland, the company now serves clients across the UK, assisting in securing billions in mortgages.

First Mortgage, Stirling, are looking for a Client Relationship Manager with a desire to be trained into a Mortgage and Protection Adviser. You must be a motivated, detail‑oriented, customer‑focused individual ready to deliver outstanding customer experiences.

• Liaising with lenders to get application updates and to progress cases through to offer stage
• Communications with solicitors and clients to ensure all documentation and information are up to date and accurate
• Deal with incoming communications to the office, including lead qualifications and appointment booking
• Keeping clients informed of progress and managing any potential delays or issues with cases
• Supporting compliance and file maintenance
• Supporting our social media platform

• Basic salary from £25,000 – £30,000, dependent on experience
• Opportunity of a monthly/quarterly bonus
• Full training and support to become a qualified Mortgage Advisor, including funding of qualifications (subject to terms & conditions)

9.30am to 5.30pm Monday to Friday. This role is office based, but over time, we may consider introducing some hybrid working.

• Mortgage or financial services experience desirable, but not essential
• Strong communication and interpersonal skills
• Excellent attention to detail
• Proficiency with office software and record keeping
• Excellent problem‑solving skills and ability to work under pressure

Entry level

Full‑time

Sales and Business Development