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1 customer success manager jobs found in Exeter

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Exeter Permanent customer success manager
Embrace Financial Services
Mar 17, 2026
Permanent
Mortgage Advisor (Home Based - Evening & Weekend Working Essential)
Embrace Financial Services Exeter, UK
About the Role We are seeking an experienced, motivated, and customer-focused Mortgage Advisor to join our growing team. In this role, you will guide clients through the entire mortgage journey - from initial enquiry to completion - ensuring they receive clear, compliant, and high-quality advice tailored to their needs. This is an excellent opportunity for advisers who are passionate about helping people secure the right mortgage and protection solutions while developing a strong career in financial services. Key Responsibilities Client Advice & Relationship Management Provide expert mortgage and protection advice tailored to each client's financial circumstances and goals. Conduct thorough fact-find assessments to understand client needs. Explain mortgage types, rates, protection products, and associated processes in a clear and accessible manner. Build long-term relationships with clients, estate agents, and other referral partners. Mortgage Process &...
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