Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage mortgage and protection cases, ensuring smooth communication and progress.
- Company: Join a respected financial services business known for exceptional client care.
- Benefits: Competitive salary, supportive team environment, and opportunities for career growth.
- Why this job: Be the key contact for clients and make a real difference in their financial journey.
- Qualifications: Experience in administration with strong attention to detail and communication skills.
- Other info: Dynamic role in a close-knit team focused on collaboration and excellence.
The predicted salary is between 32000 - 32000 £ per year.
Location: Thame (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 who are a massive part of their community.
The Company
Thompson & Terry Recruitment are working with a well-established and respected financial services business that is proud of its reputation for great client service and strong working relationships. Their success is built on professionalism, accuracy and a commitment to supporting clients through an important and often complex process with care and clarity. The successful Case Manager will join a close-knit team where collaboration is encouraged, hard work is recognised, and there is a real focus on doing things properly.
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!
If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know.
PLEASE NOTE: Due to a high volume of applications, if you have not heard from us within 5 working days, unfortunately, your application has been unsuccessful at this time.
Case Manager- Mortgages And Protection in Thame employer: Thompson & Terry Recruitment
Contact Detail:
Thompson & Terry Recruitment 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!
✨Tip Number 2
Prepare for interviews 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 interviews, share specific examples of how you've managed multiple tasks or cases effectively. This will highlight your ability to thrive in a busy environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
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 is tailored to the Case Manager role. Highlight your experience in mortgage and protection administration, and don’t forget to showcase your client communication skills. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client service and detail how your previous roles have prepared you for this position. We love seeing genuine enthusiasm, so let your personality come through!
Showcase Your Organisational Skills: As a Case Manager, being organised is key. In your application, give examples of how you've managed multiple tasks or cases effectively in the past. We’re looking for someone who can keep everything moving smoothly, so make that clear!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our community-focused team!
How to prepare for a job interview at Thompson & Terry Recruitment
✨Know Your Stuff
Make sure you brush up on your mortgage and protection administration knowledge. Familiarise yourself with the key processes and terminology, as well as any recent changes in regulations. This will show that you're not just interested in the role but also committed to understanding the industry.
✨Showcase Your Communication Skills
Since this 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, which is crucial for a Case Manager.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage multiple cases and prioritise tasks. You might want to bring along a planner or a digital tool you use to keep track of your workload. Showing that you have a system in place will highlight your super organised nature and ability to handle a busy environment.
✨Emphasise Teamwork and Integrity
Prepare to talk about your experiences working in a team and how you contribute to a positive work environment. Share instances where you've taken ownership of a problem or asked for help when needed. This will align with the company's values of collaboration and integrity, making you a more attractive candidate.