At a Glance
- Tasks: Manage mortgage and protection cases while providing excellent client support.
- Company: Join a reputable firm in the financial services sector.
- Benefits: Attractive salary, supportive work environment, and career advancement opportunities.
- Other info: Monday to Friday role with a focus on teamwork and client satisfaction.
- Why this job: Make a difference in clients' lives by guiding them through financial decisions.
- Qualifications: Fluent in French with experience in mortgage and protection administration.
The predicted salary is between 32000 - 32000 £ per year.
Location: Thame (OX28).
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
Case Manager- Mortgages And Protection employer: Thompson & Terry Recruitment
Join a thriving, sustainability-led SME in Chalgrove, where your role as a Finance Administrator will not only support vital environmental projects but also offer you a people-first work culture. With an unlimited training budget, flexible working patterns, and generous benefits including unlimited annual leave, you'll have the opportunity to grow your career in a supportive, dog-friendly office environment that values professional development and team collaboration.
Contact Details:
Thompson & Terry Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Case Manager- Mortgages And Protection
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about mortgages and protection. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Brush up on your French! Since the role requires French speaking skills, practice your language abilities. You could even mention this during interviews to show you're ready to communicate with clients effectively.
✨Tip Number 3
Show off your CRM skills! If you've got experience with CRM systems, make sure to highlight it in conversations. Employers love candidates who can hit the ground running with their tech.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application process. Plus, applying directly shows your enthusiasm for the role and gives you a better chance to stand out.
We think you need these skills to ace Case Manager- Mortgages And Protection
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in mortgage and protection administration. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant experience!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Case Manager position. We love seeing enthusiasm and a personal touch, so let your personality come through.
Show Off Your Language Skills:Since we’re looking for someone who speaks French, make sure to mention your language skills prominently. If you’ve used your French in a professional setting, share those experiences with us!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Thompson & Terry Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage and protection administration. Familiarise yourself with the latest trends in financial services, as well as any relevant compliance regulations. This will show that you're not just a candidate, but someone who is genuinely interested in the field.
✨Show Off Your Communication Skills
As a Case Manager, client communication is key. Prepare examples of how you've successfully communicated with clients in the past, especially in French. Think about situations where you resolved issues or provided excellent customer service, and be ready to share those stories.
✨Get Comfortable with CRM Systems
Since you'll likely be using CRM systems, it’s a good idea to familiarise yourself with common platforms used in the industry. If you have experience with specific systems, be prepared to discuss how you’ve used them to improve efficiency or client satisfaction.
✨Demonstrate Your Organisational Skills
In this role, record keeping and office administration are crucial. Be ready to talk about how you manage your workload and keep everything organised. Share any tools or methods you use to stay on top of tasks, as this will highlight your ability to handle the responsibilities of the position.
