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Mortgage Administrator

Posted: 31/03/26
Recruiter:Ellis James Partners Ltd
Reference:3091264754
Type:Permanent
Salary:£25,000 - £30,000 Annual
Location:Taunton, Somerset
Description: Client Relationship Manager Mortgages
Taunton
(phone number removed) + bonus
Full-time, Permanent

Join a highly respected mortgage advisory firm as a Client
Relationship Manager within their Taunton office.

Available for trainee or experienced candidates.

This is a brilliant opportunity to build your career in financial services, with long-term potential to progress, including support to pursue mortgage qualifications and eventually step into an advisory role.

In this position, you ll be a key point of contact for clients, supporting Mortgage Advisers and helping ensure each stage of the client journey runs smoothly.

Key Responsibilities
  • Client Experience: Act as the first point of contact for client enquiries, delivering a professional and personable experience.
  • Case Management: Support clients and advisers throughout the mortgage process, managing cases proactively and efficiently.
  • Liaison & Coordination: Communicate with lenders, insurers, and solicitors to provide seamless support across all stages of the application.
  • Compliance & Accuracy: Ensure client records and case files meet FCA and data protection standards.
  • Operational Support: Work with the Head of Client Relations to implement effective procedures and help streamline office operations.
  • Team Support: Provide admin support to the advisory team, manage post, coordinate meetings, and handle general office duties.

What You ll Need to Succeed
  • A genuine desire to start or grow your career in the mortgage or financial services space.
  • Strong interpersonal skills, with a passion for building trusted relationships.
  • Excellent organisational and multitasking abilities.
  • A positive, solutions-focused attitude with a commitment to client service.
  • Willingness to work towards professional qualifications and grow within the firm.

What s on Offer?
Career Development & Benefits:
  • Annual bonus scheme.
  • 30 days holiday plus bank holidays (with additional leave for Christmas shutdown).
  • Study support, including funded exams and study time.
  • Pension scheme and sick pay.
  • BUPA Employee Assistance Program and access to an onsite commercial gym.
  • Birthday day off and regular company events.
  • Opportunities to support the firm s charitable foundation.
  • A collaborative, forward-thinking culture with long-term career growth in mind.

Why Apply?
If you re looking to join a company that puts client service and employee development at the heart of what it does, this is an excellent opportunity to take the next step in your career.

Recruiting now

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