Case Owner

Case Owner

Preston Full-Time 36000 - 60000 £ / year (est.) No home office possible
K

At a Glance

  • Tasks: As a Case Owner, you'll manage mortgage applications and support clients through the process.
  • Company: More2Life is a leading Equity Release provider, helping thousands release cash from their homes.
  • Benefits: Enjoy flexible working hours, competitive pay, and opportunities for professional growth.
  • Why this job: Join a dynamic team making a real difference in people's lives with financial solutions.
  • Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn!
  • Other info: This role offers a chance to develop valuable skills in the finance sector.

The predicted salary is between 36000 - 60000 £ per year.

More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its 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.

Our Case Owners look after all mortgage cases from application through to completion, ensuring a smooth and efficient process for our customers.

Case Owner employer: Key Group

More2Life is an exceptional employer, offering a dynamic work culture in the heart of Preston, where innovation and collaboration thrive. With a strong focus on employee growth, we provide comprehensive training and development opportunities, ensuring our Case Owners are equipped to excel in their roles while making a meaningful impact in the lives of our clients. Join us and be part of a pioneering team that values your contributions and supports your career journey in the rapidly expanding Equity Release market.
K

Contact Detail:

Key Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Case Owner

✨Tip Number 1

Familiarise yourself with the Equity Release market and More2Life's specific offerings. Understanding their products and services will not only help you in interviews but also show your genuine interest in the role.

✨Tip Number 2

Network with current or former employees of More2Life on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations for a Case Owner, which can give you an edge during the hiring process.

✨Tip Number 3

Prepare to discuss real-life scenarios where you've successfully managed cases or clients. Highlighting your problem-solving skills and ability to handle complex situations will resonate well with the hiring team.

✨Tip Number 4

Stay updated on industry trends and regulations related to Equity Release. Demonstrating your knowledge of current events in the sector can set you apart as a candidate who is proactive and informed.

We think you need these skills to ace Case Owner

Customer Service Skills
Attention to Detail
Communication Skills
Problem-Solving Skills
Time Management
Negotiation Skills
Empathy
Organisational Skills
Knowledge of Equity Release Products
Regulatory Compliance Awareness
Data Entry Accuracy
Team Collaboration
Adaptability
Conflict Resolution

Some tips for your application 🫡

Understand the Role: Read the job description for the Case Owner position thoroughly. Familiarise yourself with the responsibilities and skills required, so you can tailor your application to highlight relevant experiences.

Craft a Tailored CV: Make sure your CV reflects your experience in the financial services or customer service sectors. Emphasise any previous roles that involved case management or client interaction, as these will be particularly relevant.

Write a Compelling Cover Letter: In your cover letter, express your passion for helping clients navigate financial decisions. Use specific examples from your past work to demonstrate how you can contribute to More2Life's mission of supporting customers in releasing cash from their homes.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application shows attention to detail, which is crucial for a Case Owner role.

How to prepare for a job interview at Key Group

✨Understand the Equity Release Market

Familiarise yourself with the basics of equity release and how it works. Knowing the key players, including More2Life, and their role in the market will show your genuine interest and preparedness for the position.

✨Demonstrate Customer-Centric Skills

As a Case Owner, you'll be dealing with clients directly. Prepare examples from your past experiences that highlight your ability to handle customer queries, resolve issues, and provide excellent service.

✨Showcase Your Organisational Skills

The role involves managing multiple cases simultaneously. Be ready to discuss how you prioritise tasks, manage your time effectively, and ensure that all client needs are met promptly.

✨Prepare Questions About the Company

At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful inquiries about More2Life's future plans, company culture, or specific challenges they face in the equity release sector to demonstrate your engagement.

Case Owner
Key Group
K
  • Case Owner

    Preston
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-05-10

  • K

    Key Group

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