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For Companies At a Glance
- Tasks: Manage mortgage and protection cases, ensuring smooth communication and progress.
- Company: Trusted financial services business with a strong community focus.
- Benefits: Competitive salary, supportive environment, and opportunities for career growth.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: Experience in administration and a passion for client service.
- Other info: Flexible home-working options and a vibrant workplace culture.
The predicted salary is between 32000 - 32000 £ per year.
Location: Witney (OX28) with home‑working.
Salary: £32,000 (Base Salary).
Hours: Monday – Friday (09:00 – 17:30).
Experience: French Speaking, Mortgage Administration, Protection Administration, Financial Services, Client Communication, CRM Systems, Compliance, Technical Support, Customer Service Excellence, Office Administration, Record Keeping, Small Business.
The Opportunity:
Thompson & Terry Recruitment are delighted to be partnering with a well‑established and highly trusted financial services business to recruit a service‑led Case Manager with exceptional organisation and client care skills. As Case Manager, you will work closely with clients, advisers, lenders, insurers, solicitors, estate agents and surveyors to turn advice into reality, managing mortgage and protection cases from application through to completion. The successful Case Manager will be the first point of contact for clients throughout the process, keeping everyone updated, resolving queries, and ensuring applications are packaged accurately and progressed efficiently.
The role of Case Manager is an ideal opportunity for someone who has experience in mortgage or protection administration (or excited to make the transition), enjoys working in a busy and detail‑driven environment, and is keen to build a long‑term and successful career within a supportive business that is a massive part of their community.
Requirements:
- Previous experience within an administrative job that requires excellent attention to detail.
- An absolute LOVE for service and building really strong relationships.
- Strong communication skills, confident speaking with clients and third parties by phone and face to face where needed, while always making people feel valued.
- Super organised with the ability to prioritise well, manage a varied workload and keep multiple cases moving forward.
- High standards of integrity, a team-player mindset and a willingness to ask for help, learn quickly and take ownership when something needs fixing.
- A real team player, with a small business mentality and passionate about doing an amazing job!
No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation. We encourage applications from all suitably qualified individuals.
Case Manager - Mortgages and Protection in Thame employer: Thompson and Terry
Contact Detail:
Thompson and Terry Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Case Manager - Mortgages and Protection in Thame
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about mortgage and protection roles. A friendly chat can lead to insider info or even a referral that could land you an interview.
✨Tip Number 2
Prepare for the interview by practising common questions related to client communication and case management. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you've managed multiple cases or projects in the past. This will demonstrate your ability to juggle tasks effectively, which is key for a Case Manager.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your enthusiasm for the role can leave a lasting impression. And remember, apply through our website for the best chance at landing that dream job!
We think you need these skills to ace Case Manager - Mortgages and Protection in Thame
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Case Manager. Highlight your experience in mortgage or protection administration, and don’t forget to showcase your client communication skills. We want to see how you can bring that love for service to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re excited about this opportunity and how your background makes you a perfect fit. Remember, we’re looking for someone who’s super organised and passionate about client care.
Showcase Your Attention to Detail: In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on, just like we do with our clients’ cases!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at Thompson and Terry
✨Know Your Stuff
Make sure you brush up on mortgage and protection administration basics. Familiarise yourself with common terms and processes, as well as the specific services offered by the company. This will show that you're genuinely interested and ready to hit the ground running.
✨Showcase Your Communication Skills
Since the role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully communicated with clients or resolved issues in the past. This will demonstrate your ability to build strong relationships.
✨Demonstrate Organisation
Be ready to discuss how you manage multiple tasks and prioritise effectively. You might want to share specific tools or methods you use to stay organised, especially in a busy environment. This will highlight your ability to keep cases moving forward smoothly.
✨Emphasise Team Spirit
The company values teamwork, so be prepared to talk about your experiences working in a team. Share instances where you collaborated with others to achieve a goal or helped a colleague out. This will show that you’re a great fit for their supportive culture.