Client Relationship Manager

About Bennison Brown

Bennison Brown is a growing, people-focused mortgage and protection brokerage dedicated to delivering an exceptional experience for every customer and partner we work with. We pride ourselves on our professionalism, ethics, and strong reputation in the market — and we’re looking for someone who shares those values.

The Opportunity: Client Relationship Manager

We’re hiring a Client Relationship Manager to become a key part of our Support Team. In this role, you’ll be the first point of contact for new clients, ensuring they receive exceptional service from the moment they engage with us. You’ll also nurture our relationships with valued Corporate Partners, helping strengthen and develop long-term referral networks.

This is a fantastic opportunity for someone who enjoys people-focused work, thrives in a structured and professional environment, and wants to make a real impact on customer experience.

What You’ll Be Doing

Customer Support & New Client Processing

• Act as the main point of contact for new customers, handling enquiries via phone and email professionally.
• Provide first-line support and deliver excellent customer service at all times.
• Set up new clients accurately on the CRM system.
• Build and maintain strong customer relationships to enhance the client journey and increase retention.

Corporate Partner Relationship Development

• Nurture and maintain positive relationships with existing Corporate Partners.
• Assist with setting up new referral agreements.
• Provide regular updates and handle Corporate Partner enquiries.

Compliance & Standards

• Follow all company procedures and FCA regulatory requirements.
• Maintain accurate notes and escalate any conflicting information to management.
• Ensure GDPR and Treating Customers Fairly (TCF) principles are consistently embedded in daily work.

About You

You’ll thrive in this role if you:

• Are confident, personable, and professional in communication.
• Have strong attention to detail and enjoy helping people.
• Can manage multiple tasks while delivering an exceptional customer experience.
• Work well within a team and build strong internal relationships.
• Understand (or are keen to learn about) compliance within a regulated industry.

Experience in financial services, mortgage brokerage, or corporate account management is beneficial but not essential.

Why Join Bennison Brown?

• A supportive and friendly team environment
• Clear processes, guidance, and training
• Opportunities to grow and develop within the company
• A role where the work you do genuinely impacts client outcomes

How to Apply

Apply today through LinkedIn or email your CV to amanda@bennisonbrown.co.uk

Key skills/competency

• Client Relationship Management
• Customer Service
• CRM Systems
• Corporate Partner Relations
• Compliance
• FCA Regulations
• GDPR
• Communication Skills
• Attention to Detail
• Financial Services Acumen