At a Glance
- Tasks: Manage mortgage applications and ensure a smooth client experience from start to finish.
- Company: Join a growing financial services business with a supportive team culture.
- Benefits: Competitive salary, fully remote work, and ongoing training opportunities.
- Other info: Long-term career development in a professional, customer-focused environment.
- Why this job: Make a real impact while building strong relationships with clients and advisers.
- Qualifications: Experience in mortgage or IFA roles, excellent communication, and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Are you an experienced Mortgage Administrator or IFA Administrator looking for a role where you can take ownership of cases and make a real impact? Do you enjoy building strong relationships with clients, advisers, and lenders while ensuring applications progress smoothly from start to finish? Juice Recruitment is delighted to be supporting a well‑established and growing financial services business in the search for a Case Manager. This is an excellent opportunity for an experienced Mortgage Administrator or IFA Administrator to join a professional and supportive team where client service is at the heart of everything they do.
Working remotely, you'll play a key role in managing mortgage applications from submission through to completion, ensuring clients receive a seamless experience while supporting advisers and maintaining strong relationships with lenders and third‑party partners.
DAY TO DAY- Managing mortgage applications from submission through to completion.
- Acting as the main point of contact for clients throughout the application journey.
- Liaising with lenders and providers to obtain updates and progress cases efficiently.
- Requesting and managing outstanding documentation from clients.
- Proactively identifying and resolving issues that could impact application timescales.
- Reviewing mortgage offers and ensuring all information is accurate before notifying advisers.
- Keeping advisers informed of case progress and any potential challenges.
- Maintaining accurate and compliant client records within the CRM system.
- Liaising with introducers and trusted third‑party partners where appropriate.
- Uploading and allocating client documentation and correspondence.
- Previous experience working in a mortgage or IFA role, ideally within customer services or administration.
- Excellent communication and relationship‑building skills.
- Strong organisational abilities with the capacity to manage multiple cases simultaneously.
- Exceptional attention to detail and accuracy.
- Confidence in dealing with lenders, clients, and advisers professionally.
- A proactive approach to problem‑solving and case progression.
- Strong IT skills and experience using CRM systems.
- CeMAP qualification, or working towards it, would be advantageous but is not essential.
- Competitive salary dependent on experience.
- Fully remote working.
- Ongoing training and professional development opportunities.
- A supportive and collaborative team environment.
- The opportunity to join a growing and successful financial services business.
- A varied role where your expertise and contribution will be highly valued.
- Long‑term career development opportunities within a professional and customer‑focused organisation.
Apply today or contact Juice Recruitment for a confidential conversation.
Case Manager - Customer Services Mortgages in Chippenham employer: JUICE RECRUITMENT
Join a well-established and growing financial services business that prioritises client service and employee development. As a Case Manager, you'll enjoy the flexibility of fully remote working while being part of a supportive team that values your expertise and fosters long-term career growth. With competitive salaries and ongoing training opportunities, this role offers a meaningful chance to make a real impact in the mortgage sector.
StudySmarter Expert Advice🤫
We think this is how you could land Case Manager - Customer Services Mortgages in Chippenham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like JUICE RECRUITMENT. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Case Manager - Customer Services Mortgages in Chippenham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JUICE RECRUITMENT.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on JUICE RECRUITMENT's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at JUICE RECRUITMENT
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JUICE RECRUITMENT.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at JUICE RECRUITMENT will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former JUICE RECRUITMENT employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
