Client Relationship Executive

Location:

Caerphilly — fully office-based

Pay: £15 per hour, self-employed

Hours:

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

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.

• 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.

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.

• 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.