At a Glance
- Tasks: Support brokers with finance applications and ensure smooth transaction processes.
- Company: Fast-growing property finance brokerage disrupting the market.
- Benefits: Competitive salary, career progression, and exposure to complex finance transactions.
- Other info: Gain valuable experience alongside industry professionals in a supportive environment.
- Why this job: Join a dynamic team and kickstart your career in specialist finance.
- Qualifications: Organisational skills, attention to detail, and a proactive attitude.
Salary: £26,000 - £34,000 DOE
Location: Farringdon, London
Working Pattern: Office-based during probation, with potential for 3-4 days per week in the office following successful completion of probation (4 months).
Start Date: Immediate
Folio Consult is recruiting on behalf of one of its clients for a Junior Case Handler to join a fast-growing specialist property finance brokerage. Ideal for a university graduate or someone looking to further their experience in broking or property.
If you've already gained experience working for a mortgage lender, specialist lender or brokerage, this is an excellent opportunity to develop your career within a business that's disrupting the specialist finance market.
Working alongside experienced brokers and case handlers, you'll gain exposure to complex property finance transactions including development finance, bridging loans, commercial mortgages and specialist investment lending.
The Role
You'll support the brokerage team by ensuring finance applications progress efficiently from enquiry through to completion. Responsibilities include:
- Supporting brokers with specialist finance applications.
- Chasing lenders, solicitors and valuers for updates.
- Collecting and reviewing client documentation.
- Packaging applications for submission.
- Updating CRM systems and maintaining compliant records.
- Providing regular updates to clients throughout the process.
- Assisting with problem solving to keep transactions moving.
About You
Ideally, but not essentially, you'll already have experience working within a mortgage lender, specialist lender or brokerage, ideally in a case management, administration or underwriting support role. You'll also possess:
- Excellent organisational skills.
- Strong attention to detail.
- Outstanding communication skills.
- A proactive attitude and willingness to learn.
- The ability to prioritise a busy workload.
Experience within bridging, development finance, commercial mortgages or specialist lending would be highly advantageous but isn't essential. CeMAP is desirable but not required.
This is a fantastic opportunity to join an innovative business where you'll receive genuine career progression, work alongside experienced industry professionals and develop within one of the UK's fastest-growing specialist finance sectors.
Apply Now
Junior Case Handler employer: Folio Consult
Folio Consult offers an exceptional working environment for a Junior Case Handler in Farringdon, London, where you will be part of a dynamic team within a rapidly expanding property finance brokerage. With a strong focus on employee development, you will have the opportunity to learn from seasoned professionals and gain hands-on experience in complex finance transactions, all while enjoying a supportive culture that values innovation and career growth. The potential for flexible working arrangements post-probation further enhances the appeal of this role, making it an ideal choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Case Handler
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Folio Consult.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Folio Consult's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Junior Case Handler
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Folio Consult
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
