Mortgage retention and relationship specialist

Job description

About Us

At Buildstore Mortgage Services, we’re passionate about helping our clients secure the best possible outcomes in their home ownership journey. With a strong reputation in the mortgage sector, we’re focused on delivering outstanding service, retaining loyal customers, and nurturing meaningful long-term relationships.

As we continue to grow, we’re looking for a driven and personable Mortgage Retention & Relationship Manager to join our team. If you have a talent for engaging with people, understand the mortgage market, and can spot opportunities to add value to existing clients, we’d love to hear from you.

Your Role

This is not a cold-calling role. You’ll be working with warm clients — people who already know and trust our brand. Your mission is to:

• Retain existing mortgage clients by proactively engaging ahead of product expiry dates
• Build and nurture high-value relationships, particularly with long-standing portfolio clients
• Generate organic new business from our existing database through intelligent conversations and relationship-building
• Conduct regular check-ins via phone and occasional face-to-face meetings
• Identify opportunities for cross-selling or referrals where appropriate
• Collaborate with advisers and admin teams to deliver an exceptional client experience

About You

• Strong background in mortgage retention, account management, or client services
• Excellent telephone manner and ability to build rapport quickly
• Highly organised, with good CRM habits and follow-up discipline
• A self-starter who thrives on proactive outreach and relationship management
• CeMAP qualified (or equivalent) desirable, but not essential if you have industry knowledge
• Comfortable with a mix of remote communication and in-person meetings

Why Join Us?

• Supportive, ambitious team culture
• Access to a loyal, pre-warmed client base
• Clear progression path and performance incentives
• Flexibility to work in a way that suits your clients and lifestyle
• Make a real difference by supporting customers through key financial milestones

Extra information

Status

Closed

Education Level

Secondary School

Location

Livingston

Type of Contract

Casual / Part Time Jobs

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English