Client Relationship Manager

3 weeks ago


Cardiff Wales, Wales, United Kingdom Dobson Welch Recruitment Specialists Full time

Our client a reputable and very successful Commercial Finance company in Cardiff are looking to hire a Client Relationship Manager to join their growing Commercial Finance division. The company are a broker and are offering a wide range of finance solutions including personal and car loans, secured loans, personal and commercial mortgages, buy-to-let and portfolio mortgages, business loans, asset finance and other business-related funding options. The products and scenarios continue to grow as the company expands to deliver the best finance solutions to businesses across the UK.


This is an office based role in their Cardiff office the role of Client Relationship Manager is about being high energy and a champion for building a team that enjoys working in a highly reactive, customer-focused environment. This leadership role is pivotal in driving our customer success team to deliver an unrivalled customer experience. A key focus will be maximising conversion of new enquiries that are generated across the business into qualified telephone appointments both internally and with our panel of partners. This role is perfect for a results-driven individual with a strong background in sales, growing a team, and with a passion for delivering exceptional customer service.


Duties and responsibilities will include:

  • Leading by example drive the customer success team to achieve agreed KPIs and contribute to the overall success of the business
  • Play a vital role in maximising conversion of enquiries that come into the business
  • Proactive in looking for revenue growth opportunities by up-selling and cross-selling
  • Prepare monthly team performance reports for Directors and senior management
  • Help establish & manage the Company CRM & telephony systems to monitor and maximise team performance
  • Provide proactive leadership within the office, making key decisions swiftly to maintain exceptional customer service
  • Act as the primary contact for internal departments and external partners, facilitating effective communication and collaboration
  • Recruit, train and manage performance of people in the team
  • Develop a deep understanding of our products and services
  • Effectively communicate and champion the value of our range of finance services products and services to individual customer requirements
  • Work closely with our internal broker teams and external partners to ensure customer needs are met, ensuring an excellent customer experience

This is a fantastic opportunity for a high energy individual with a background in financial services and a passion for sales and delivering outstanding customer service, this is the first of this type of role to be recruited into the team with an opportunity for this function to grow so will offer career progression and development for the right person.


  • Territory Manager

    3 weeks ago


    Cardiff, Wales, Wales, United Kingdom McCurrach Full time

    Territory Manager Territory Covers: South Wales, Cardiff, Bristol, Swansea, NewportFixed term contract until June 2025Salary £27,500 per annum + quarterly performance bonus (up to £770 per quarter/£3080 per annum), company car & fuel cardAre you creative, passionate about tech and love building relationships? We have a fantastic opportunity to join...


  • Cardiff, Wales, Wales, United Kingdom Stable Full time

    The Company We are Stable an IT company that transforms cloud solutions into reality.As one of Microsoft’s preferred partners for over 20 years, we understand the future of workplace technology better than most. From expertly safeguarding your most sensitive company data to enabling peak productivity through AI-powered cloud collaboration tools, Our key...


  • Cardiff, Wales, Wales, United Kingdom BMS Performance Full time

    Field sales role covering the South West of the UKWorking in tandem with a BDM team to implement a strategic vision to end usersTechnical, consultative, complex sales role which engages you every dayAn OTE scheme which doubles for overachievers up to 60% of base salary!A business who give long-term careers to peopleAutonomous position - be accountable for...


  • Cardiff, Wales, Wales, United Kingdom bedigital Full time

    ITAM Business Development ManagerCardiff, Hybrid or Remote, £40-£50k Base + CommsBedigital is an Award-Winning, Modern Technology Services business that adds human expertise and innovative technologies, to create strategic visions that transforms Enterprise Organisations’ digital estates, enabling them to compete in an era of rapid digital landscape...

  • Employment Solicitor

    1 month ago


    Cardiff, Wales, Wales, United Kingdom Zest Recruitment and Legal Consultancy Ltd Full time

    Job Opportunity: Employment SolicitorLocation: Cardiff (Remote options available)Job Type: Full-TimeSalary: Competitive, with a comprehensive benefits packageWe are currently recruiting for an experienced Employment Solicitor to join a dynamic and innovative law firm. This is an exciting opportunity to work with a highly regarded employment team that...

  • Corporate Partner

    3 weeks ago


    Cardiff, Wales, Wales, United Kingdom Walker Lovell Full time

    Are you ready to make your mark in a dynamic, forward-thinking legal environment? Our client, a leading national law firm, is seeking an ambitious Corporate Partner to join their established Corporate team. This is a unique opportunity to work with high-profile clients on transformative M&A, private equity, and corporate restructuring deals across diverse...

  • Mortgage Advisor

    4 days ago


    Cardiff, Wales, Wales, United Kingdom The Finance Ward Full time

    About UsWe’re a specialist mortgage brokerage. Our team is small, ambitious, and driven with a shared mission: To grow together while delivering real value to our clients. We're proud of the reputation we're building and have everything in place, ready to go to the next level. If you’re the kind of person who can handle high pressure, but...

  • Retail Manager

    1 hour ago


    Cardiff, Wales, Wales, United Kingdom C2 Recruitment - Retail, Hospitality & Charity Specialists Full time

    Retail ManagerSalary: £35,000 (inc. car allowance)Location: Cardiff (with regular travel across the South West) Are you an experienced Retail Manager looking for your next opportunity? We’re searching for a passionate, results-driven leader to join a well-established organisation and play a key role in driving success across multiple locations.This...


  • Cardiff, Wales, Wales, United Kingdom Hays Full time

    International Tax role Your new company A top 35 award-winning practice is opening a new office in Cardiff to establish a new Tax Centre of excellence. This presents an outstanding opportunity to work in a firm with an excellent reputation across the South West. They manage a diverse client base and excel in terms of client quality.The long-standing...


  • Cardiff, Wales, Wales, United Kingdom Zest Recruitment and Legal Consultancy Ltd Full time

    Zest Recruitment and Legal Consultancy has an excellent opportunity for a Residential Property Lawyer to join a leading property services provider based in Cardiff. The successful candidate will work in an engaging environment; this is a superb opportunity to work for a reputable group of companies who’s business and client base are expanding rapidly!You...


  • Cardiff, Wales, Wales, United Kingdom Capital Law Ltd Full time

    Health & Safety Coordinator– Permanent– Full time– Salary: £26-28k DOE– Location: Cardiff / HybridAbout Capital LawAt Capital Law, we pride ourselves on being more than just a law firm. We’re a business that challenges the status quo in the legal world, driven by a strong sense of community and innovation. With a focus on delivering exceptional...

  • Community Manager

    3 weeks ago


    Cardiff, Wales, Wales, United Kingdom Lean Competency System Full time

    The Role We are looking for an experienced and passionate Community Manager to join our team and lead the growth, engagement, and overall experience of our professional community. This individual will be responsible for building, managing, and nurturing relationships within our community, with a particular focus on increasing member engagement, driving...

  • Planning Solicitor

    1 week ago


    Cardiff, Wales, Wales, United Kingdom Walker Lovell Full time

    A prestigious law firm with a forward-thinking approach and a reputation for delivering innovative solutions to complex legal challenges is expanding its planning team. The role can be based in either Cardiff, Swansea or Bristol and offers hybrid working.The RoleThis is an exciting opportunity for an experienced Planning Associate to join a respected team of...

  • Technical Manager

    3 weeks ago


    Cardiff, Wales, Wales, United Kingdom SmartPro Full time

    SmartPro are currently seeking an experienced Technical Manager will oversee all aspects of food safety, quality assurance, and compliance within our client. The role requires ensuring that all products meet company standards, regulatory requirements, and customer expectations. They will lead a Technical team to implement and maintain quality systems,...


  • Cardiff, Wales, Wales, United Kingdom Persistent Systems Full time

    About PersistentWe are a trusted Digital Engineering and Enterprise Modernization partner, combining deep technical expertise and industry experience to help our clients anticipate what’s next. Our offerings and proven solutions create a unique competitive advantage for our clients by giving them the power to see beyond and rise above. We work with many...

  • Finance Director/ CFO

    3 weeks ago


    Cardiff, Wales, Wales, United Kingdom Buckden Partners Full time

    Job Title: Finance Director / Chief Financial Officer (CFO)Reports to: CEO / Board of DirectorsAbout the Company:Our client is a dynamic, mid-sized financial services firm. With a proven track record of delivering innovative financial solutions, the company is positioned for growth and seeks a strategic, results-oriented Finance Director/CFO to guide the...


  • Cardiff, Wales, Wales, United Kingdom Walker Lovell Full time

    Are you an experienced Corporate Solicitor ready to elevate your career with an award-winning law firm? Join a dynamic and growing Corporate team in Cardiff, offering hybrid working and a genuine commitment to work-life balance.The Role:High-Profile Transactions: Advise on M&A, private equity, joint ventures, and corporate restructurings, handling complex,...

  • Media Planning Director

    42 minutes ago


    Cardiff, Wales, Wales, United Kingdom ADLIB Recruitment | B Corp™ Full time

    Job Title: Media Planning DirectorLocation: South Wales Office (Hybrid Working)Salary: up to £55,000 (depending on experience)Are you a experienced media planning professional ready to lead innovative, data-driven strategies in a dynamic and collaborative environment? We’re seeking a Media Planning Director to spearhead cutting-edge recruitment marketing...


  • Cardiff, Wales, Wales, United Kingdom Search Full time

    Business Development Manager ( Field Based Cardiff Area )SALARY: £30,000 Basic + (£30,000 Guarantee for First Year) £60k Guaranteed year 1 Realistic OTE £155,200 (totally uncapped) Top Earners in excess of £220kThe role of Business Development Manager is to develop new business opportunities for my client through working with Telemarketing and the...


  • Cardiff, Wales, Wales, United Kingdom Walker Lovell Full time

    Our client, a highly respected, progressive law firm, is seeking a Newly Qualified to 2 PQE Solicitor to join their reputable and highly ranked Construction Litigation team. This role offers an exciting opportunity to work on high-stakes construction litigation cases within a collaborative and forward-thinking environment. The role can be based in either...