Telephone Account Manager – Mortgages

Fintel

Telephone Account Manager supporting mortgage advisers to access services and navigate queries. Providing training and career development in a collaborative work environment.

Posted 7/22/2026full-timeHuddersfield • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong telephone customer service skills and the ability to build relationships with mortgage advisers. Possesses a general understanding of mortgages and a willingness to obtain the CeMAP qualification to enhance expertise in financial services.

Highest-signal resume keywords

Telephone Helpline ExperienceUnderstanding Of MortgagesInterpersonal SkillsCustomer Service SkillsCeMAP Qualification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Good ListenerProactive Problem-SolvingCuriousProfessional

Certifications & Qualifications

CeMAP Qualification

Industry Keywords

Financial ServicesMortgage BrokersIntermediary MarketplaceBusiness-To-Business RoleKey Relationship Consultant

About the role

Key responsibilities & impact

**Turn great telephone customer service skills into a career in Financial Services!******
**What we're proud of:**
- **Supporting **over 4,000 mortgage brokers / intermediaries across the UK
- **Enabling best outcomes **for clients through our award-winning mortgage club** **
- **Helping advisers diversify **with specialist lending solutions, plus ancillary products and services
**Role Overview: ******As a Telephone Account Manager, you'll support mortgage advisers over the phone and by email, helping them navigate queries, access valuable services, and get the most from their membership. Whether you're already working in financial services or bringing strong customer service experience from another sector, we'll provide the training and support needed to build your knowledge and develop your career.****Internally, this role is called Key Relationship Consultant (Telephony).

Requirements

What you’ll need

**Essential requirements:**
- Experience in a telephone helpline position in a business-to-business role
- A general understanding of mortgages
- Excellent interpersonal skills and the ability to build strong relationships with professional customers
A willingness to undertake the CeMAP qualification (if not already held).****
**Desirable requirements: **
- Experience in the intermediary marketplace is desirable e.g. a mortgage broker or financial advice company
**Your approach:**
- Professional
- Curious
- Good listener
- A proactive, can-do approach with a passion for problem-solving
- Natural customer service skills
- Keen to learn and progress - this is an excellent role to learn about our business

Benefits

Comp & perks

**Location: ****This is a hybrid working role where you'll usually work from our Huddersfield office with your team 3 days each week. The remaining days can be worked from home.****
**Right to Work: **
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
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