Relationship Manager

As part of Fintel Services, we are one of the UK’s largest mortgage clubs, giving mortgage advisers more value, opportunity and control. Our members benefit from exclusive products, enhanced rates, leading compliance support and innovative sourcing and back‑office software, enabling them to deliver a holistic service to customers.

Build strong partnerships - drive business growth.

Join Simplybiz Mortgages and Omni Mortgage Club as a Key Relationship Manager, helping advisers and firms thrive through expert support, strategic insight and market‑leading propositions.

What we're proud of:

• Supporting over 4,000 mortgage intermediaries across the UK
• Enabling best outcomes for clients through our award‑winning mortgage clubs
• Helping advisers diversify with specialist lending solutions, plus ancillary products and services

Role Overview:

You'll play a pivotal role in supporting and growing our network of mortgage firms across the Simplybiz Mortgages and Omni Mortgage Club propositions.

Working closely with member firms, lenders and strategic partners, you'll build trusted relationships, identify growth opportunities, deliver training and business support, and help members maximise the value of our products, services and technology solutions.

This could be your first step‑up from a telephone‑based role to a field‑based position, owning your own portfolio.

This is a highly visible, field‑based relationship‑focused role combining account management, business development and stakeholder engagement, providing the opportunity to make a direct impact on member success, retention and commercial growth.

What you'll do

• Drive Business Performance:
  Positively influence business levels across mortgages, general insurance, technology solutions and Later Life through proactive engagement and strategic support.
• Team
  
  Collaboration:
  
  Work collaboratively to achieve team KPIs and targets, contributing to a high‑performance culture.
• Personal Accountability:
  Maintain a strong focus on achieving individual KPIs and delivering consistent results.
• Project Delivery:
  Complete assigned project work within agreed timescales, ensuring quality and alignment with business objectives.
• Stakeholder Management:
  Effectively manage partner and member expectations through clear communication and reliable follow‑through.
• Opportunity Identification:
  Proactively identify opportunities within lender and partner propositions that deliver added value to our members.
• Business Reviews:
  Conduct regular review meetings with member firms to identify new beneficial income streams, operational efficiencies, and growth opportunities.
• Member Engagement:
  Lead proactive call‑out days to strengthen member relationships and deliver meaningful value.
• Diary Management:
  Organise and manage diary commitments to maximise time efficiency and ensure strategic alignment of appointments.
• Event Leadership:
  Manage onsite setup, host, present and deliver Mortgage Events and Masterclasses with precision, ensuring positive feedback from both members, Lenders and Partners.
• Cross‑Department
  
  Collaboration:
  
  Partner with internal teams to identify new business opportunities, improve member retention, and enhance overall member experience.
• Membership Growth:
  Support initiatives to increase membership levels across the Mortgage Club, GI proposition, Later Life lending and technology solutions.
• Problem Solving:
  Confidently troubleshoot challenges or complaints, escalating for support when necessary to ensure swift resolution.
• Strong working knowledge of the UK Mortgage or General Insurance marketplace (ideally both), with a clear understanding of industry dynamics and trends.
• Proven experience with a track record supporting and influencing mortgage intermediaries (account management or business development).
• Experience booking your own appointments, managing your time with clients
• Experience in complaint handling, ensuring swift and professional resolution.
• Working knowledge of compliance requirements and an understanding of the role compliance plays within the industry, including how Simplybiz and Omni Mortgage Club support members in meeting regulatory standards.
• Access to a car with a clean drivers…