Remortgage Trainee Case Manager in Leeds

Remortgage Trainee Case Manager in Leeds

Leeds Trainee 31500 - 38500 £ / year (est.) Hybrid
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At a Glance

  • Tasks: Manage remortgage cases from start to finish while providing exceptional client service.
  • Company: Movera, a vibrant platform business transforming the home-moving market.
  • Benefits: First-class training, structured career path, lucrative bonuses, and hybrid working options.
  • Other info: Diverse and inclusive workplace with excellent growth opportunities.
  • Why this job: Join a dynamic team and kickstart your career in a fast-paced environment.
  • Qualifications: Office experience preferred; strong customer focus and organisational skills required.

The predicted salary is between 31500 - 38500 £ per year.

Are you in a job but looking for a career? Got bags of potential & drive? Like the idea of working in a vibrant, fast-paced environment with a great team?

If the answer to any of these questions is ‘Yes’, read on to find out about our exciting Trainee opportunity based in central Leeds.

We have ambitious growth plans and are looking for self‑motivated, enthusiastic and customer‑focused individuals to join our successful Remortgage Trainee Case Manager programme.

In return, we can offer first class training, a structured career path, a lucrative bonus scheme and hybrid working (after probationary period).

The Training

A comprehensive journey that will equip you with the essential knowledge, skills, and hands‑on experience required to manage your own Remortgage cases effectively from start to finish and provide exceptional client experience.

  • Here’s What You Can Expect
  • In-depth, interactive training sessions covering the legal knowledge, systems and processes essential to be a successful Remortgage Case Manager
  • Development of skills including customer service, communication, and time management, aimed at delivering exceptional service to our clients and partners
  • Ongoing mentorship, constructive feedback, and support as you engage with live files and build your case load

The Role

After the training programme, you will join one of our Remortgage Teams where you will continue to build your own caseload.

You will liaise with clients, brokers and lenders, helping to ensure that everything is in place to complete a remortgage transaction.

  • Day‑to‑day duties will include
  • Accurately inputting data onto a case management system.
  • Logging and actioning mail and other documents.
  • Liaising with lenders, mortgage brokers, solicitors and other third parties.
  • Dealing with case enquiries by telephone and email.
  • Ensuring detailed telephone notes are maintained throughout the transaction.
  • Working from a task list; following up prompts and actioning accordingly.
  • Checking and assessing legal information and documents in line with agreed processes.
  • Obtaining redemption statements and carrying out pre‑completion searches.
  • Assisting with carrying out completions.
  • Dealing with post‑completion queries.
  • What You’ll Need
  • Office experience preferred.
  • Competent in using standard office software (e. g. Microsoft Office suite) and able to pick up new systems quickly.
  • Customer‑focused – committed to delivering a positive client experience and able to build good relationships.
  • Strong organisational skills – able to manage multiple tasks and prioritise effectively in a fast‑paced environment.
  • An eye for detail.
  • Good communication skills – written and verbal.
  • Planned Start Date

20th April 2026. Please note the following

  • Unfortunately, we cannot accommodate any holidays of more than a couple of days during the first 8 weeks.
  • For the first 6 months, you will be required to be in our central Leeds office full‑time, Monday to Friday.

Hybrid working (minimum 2 days per week in office) will be available after this, subject to successful completion of your probationary period.

Look forward to Monday mornings at Movera, we have the culture, technology and purpose to change the way you feel about your job.

At Movera, we are committed to fostering a diverse, equitable, and inclusive environment where all team members feel valued and respected.

We believe that a diverse workforce brings unique perspectives and ideas that drive innovation and excellence.

We welcome and encourage applications from individuals of all backgrounds, including those from underrepresented groups.

  • DBS and
  • Financial

Checks: All offers of employment are subject to satisfactory completion of DBS (Disclosure and Barring Service) checks and financial background checks.

These checks are conducted to ensure the safety of our employees and clients and to uphold the highest standards of integrity and compliance in our operations.

First‑stage Interviews

Will take place during the weeks commencing 16th and 23rd February.

Second‑stage Interviews

Will take place during the week commencing 16th March.

Movera is a flourishing platform business, bringing together ambitious home‑moving brands from across the sector.

Built on the heritage and passion of experienced legal services businesses, brought together to transform the moving market for the better.

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Remortgage Trainee Case Manager in Leeds employer: Movera

At Movera, we pride ourselves on fostering a dynamic and supportive work culture that prioritises employee growth and development. As a KYC & AML Onboarding Specialist, you will benefit from comprehensive training programmes and opportunities for career advancement, all while working in a collaborative environment that values compliance and client satisfaction. Located in a vibrant area, our team enjoys a balance of professional challenges and a positive atmosphere, making Movera an excellent employer for those seeking meaningful and rewarding employment.

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Contact Details:

Movera Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Remortgage Trainee Case Manager in Leeds

✨Get Involved with University Events

Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Movera actively scouting for fresh talent, so get your face out there!

✨Show Off Your Excel Skills

Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Movera. This will not only impress them but also show you’re proactive!

✨Leverage Professional Networks

Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!

✨Apply through Your University

Many firms, including Movera, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.

We think you need these skills to ace Remortgage Trainee Case Manager in Leeds

Logical Thinking
Problem-Solving Ability
Teamwork
Relationship-Building Skills
Initiative
Motivation
Proactive Mindset

Some tips for your application 🫡

Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!

Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.

Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Movera can help you grow your skills and knowledge in the field.

Tailor Your Application to Movera:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Movera. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.

How to prepare for a job interview at Movera

✨Master the Numbers

Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.

✨Know Your Tools

Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.

✨Show Your Willingness to Learn

As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!

✨Ask Smart Questions

Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Movera.