At a Glance
- Tasks: Manage mortgage and protection cases, ensuring smooth communication and efficient processing.
- Company: Join a trusted financial services business with a strong community presence.
- Benefits: Competitive salary, supportive environment, and opportunities for career growth.
- Other info: Dynamic role in a busy environment with a focus on client care.
- Why this job: Be the key contact for clients and make a real difference in their financial journey.
- Qualifications: Experience in mortgage or protection administration is a plus, but enthusiasm is key!
The predicted salary is between 32000 - 32000 £ per year.
Location: Thame (OX9)
Salary: £32,000
Hours: Monday – Friday (09:00 – 17:30)
Experience: 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.
