06/01/2026
***************** JOB ALERT ******************
WE ARE RECRUITING........
PLEASE SHARE FOR MAXIMUM EXPOSURE OR SEND ON TO ANYONE YOU MAY THINK THIS WOULD BE PERFECT FOR:
CV's to: [email protected]
ROLE - Client Relationship Manager/Trainee Mortgage Advisor
First Mortgage, Stirling
This is a full-time on-site role located in Stirling, for a Client Relationship Manager with a desire to be trained into a Mortgage and Protection Adviser. You must be a motivated, detail orientated, customer focused individual ready to deliver outstanding customer experiences.
YOUR KEY RESPONSIBILITIES:
• 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 manage any potential delays, issues with cases
• Supporting compliance and file maintenance
• Supporting our social media platform
WHATS IN IT FOR YOU?
• 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)
WORKING HOURS:
9.30am to 5.30pm Monday to Friday.
This role is office based, but over time, we may consider introducing some hybrid working.
ABOUT YOU:
• Previous admin experience essential
• 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
COMPANY DESCRIPTION:
First Mortgage is one of the UK's longest established mortgage advisers, providing free impartial mortgage advice for over 25 y ears. Our reputation for excellence is built on personal, quality-focused customer care and genuinely free (representative of) whole-of-market mortgage advice. Over 80% of our new clients come from word-of-mouth recommendations.
