Case Manager

Case Manager

Full-Time 26090 € / year No home office possible
Key Group

At a Glance

  • Tasks: As a Case Manager, you'll support clients through their financial journey and ensure smooth processing.
  • Company: Join Key Group, a leading brand in financial services dedicated to enhancing retirement experiences since 1998.
  • Benefits: Enjoy flexible working options, competitive pay, and a vibrant company culture.
  • Other info: Be part of a pioneering team in the Equity Release market with opportunities for growth.
  • Why this job: Make a real impact by helping people secure their financial future in a supportive environment.
  • Qualifications: No specific experience required; just bring your passion for helping others and a willingness to learn.
Case Manager £26,090 per year salary Monday - Friday Office Hours Onsite role in Fulwood, Preston Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK's leading later life lending company. More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since it's launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK We are looking for experienced professionals to join us in our Case Manager department. This team is pivotal to the business, working with vulnerable customers and alongside our internal legal teams, to manage our high-risk loans. This role would suit someone with first class communication skills and exceptional attention to detail. Main role & responsibilities: Case management of our high-risk loans Work alongside our internal legal teams & senior case managers to support with our litigation cases. Support and work alongside bereaved family members and Executors. Processing legal documentation in relation to customers estates, for example Grant of probates, POA's and court orders plus many more. Building and maintaining relationship with 3rd parties Handle vulnerable customers, whilst showing empathy and building rapport Required skills & abilities Excellent software skills, particularly Outlook & Word (Excel and Adobe also preferred). Ability to multi-task and manage own workload in a fast paced environment. Experience of working within a telephone based customer service led environment with inbound and outbound calls. Experience of working in the Financial Services industry, and in particular the mortgage administration and processing would be preferred but is not essential. First class communication skills, both written and verbal. Handle all enquiries in a professional, positive, and prompt manner. Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all of our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 23 days holiday, plus bank holidays. Rising to 28 days based on length of service Additional holiday purchase scheme 1 charity day Enhanced pension (5% employee and 8% employer) Simply Health Life Assurance Enhanced Maternity and Paternity pay

Case Manager employer: Key Group

At Key Group, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. Our Pre...ZIPC1_UKTJ location provides employees with access to professional development opportunities and a supportive environment where they can thrive in their roles as Case Managers. With a commitment to employee well-being and a focus on meaningful work, we empower our team to make a real difference in the lives of our clients.

Key Group

Contact Detail:

Key Group Recruiting Team

StudySmarter Expert Advice🀫

We think this is how you could land Case Manager

✨Tip Number 1

Familiarise yourself with the latest trends in equity release and later life lending. Understanding the market will not only help you during interviews but also show your genuine interest in the role.

✨Tip Number 2

Network with professionals in the financial services sector, especially those involved in equity release. Attend industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.

✨Tip Number 3

Prepare for potential case scenarios that a Case Manager might face. Think about how you would handle various client situations, as this will demonstrate your problem-solving skills and readiness for the role.

✨Tip Number 4

Research Key Group and More2Life thoroughly. Understand their values, mission, and recent developments. This knowledge will help you tailor your conversations and show that you're a great fit for their team.

We think you need these skills to ace Case Manager

Empathy
Communication Skills
Problem-Solving Skills
Attention to Detail
Time Management
Negotiation Skills
Financial Acumen

Some tips for your application 🫑

Understand the Role:Read the job description for the Case Manager position carefully. Make sure you understand the key responsibilities and required skills, as this will help you tailor your application.

Highlight Relevant Experience:In your CV and cover letter, emphasise any previous experience in financial services or case management. Use specific examples to demonstrate how your background aligns with the role at More2Life.

Craft a Compelling Cover Letter:Write a personalised cover letter that reflects your passion for helping people with their retirement plans. Mention why you want to work for Key Group and how you can contribute to their mission.

Proofread Your Application:Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-formatted and professional.

How to prepare for a job interview at Key Group

✨Understand the Company’s Mission

Before your interview, make sure you’re familiar with Key Group's mission to be the UK's leading later life lending company. This will help you align your answers with their goals and demonstrate your genuine interest in the role.

✨Showcase Relevant Experience

Prepare to discuss your previous experience in case management or related fields. Highlight specific examples where you've successfully helped clients navigate complex situations, as this will resonate well with the company's focus on customer service.

✨Prepare Questions for Them

Think of insightful questions to ask during the interview. This could include inquiries about their approach to equity release or how they support their case managers. It shows that you’re engaged and eager to learn more about the company.

✨Demonstrate Empathy and Communication Skills

As a Case Manager, strong communication and empathy are crucial. Be ready to provide examples of how you've effectively communicated with clients and resolved their concerns, showcasing your ability to build trust and rapport.