Client Relations Exec – Mortgage & Wealth
Listed on 2026-10-13
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Finance & Banking
Banking & Finance, Financial Services, Finance Assistant, Financial Sales
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.
This role, Flexible-Hours Client Relations Exec – Mortgage & Wealth Support at Trulife Financial Limited, could be your next move.
All applications are reviewed carefully by our team.
The position is based in Caerphilly, Wales, United Kingdom.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 19.000 - 22.000.
We aim to respond to suitable candidates as soon as possible.
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