At a Glance
- Tasks: Support advisors and manage protection and mortgage cases in a fast-paced environment.
- Company: Friendly, family-run financial services business with a great culture.
- Benefits: Competitive salary, supportive team, and genuine long-term progression opportunities.
- Other info: Excellent staff retention and supportive leadership for career growth.
- Why this job: Join a close-knit team and make a real impact in financial services.
- Qualifications: Strong communication and organisational skills; experience in a regulated environment is a plus.
The predicted salary is between 30000 - 30000 £ per year.
We're working with a friendly, family-run financial services business in Ellesmere Port who are looking to bring in a Case Manager to support their growing team. This is a fantastic opportunity to join a close-knit office (4-6 people at a time) with a great culture, strong tenure, and genuine long-term progression opportunities.
The Role
This is a busy, varied position supporting advisors and ensuring the smooth running of protection and mortgage cases.
Key responsibilities:
- Inputting client data, fact finds and leads onto internal systems
- Writing advice and suitability letters
- Managing and chasing pipeline cases (including GP reports)
- Keeping advisors updated on case progress
- General administration and case management
- Supporting protection cases and ensuring compliance standards are met
This is a fast-paced role, so strong organisation and attention to detail are essential.
What We’re Looking For
Essential:
- Confident communicator - able to speak to people at all levels
- Strong organisational skills
- Positive, proactive and enthusiastic attitude
- Comfortable working in a fast-paced environment
Nice to have:
- Experience in a compliant / regulated environment
- Interest in protection / financial services
Salary & Benefits
Up to £30,000 (DOE). Standard hours: Monday - Friday, 9:00am - 5:00pm. Supportive, long-standing team environment.
About the Company
Small, family-run business with a great reputation. Excellent staff retention (many team members over 8+ years). Supportive leadership team, including a highly regarded CEO and Director.
If you're looking for a role where you can learn, grow, and be part of a genuinely supportive team, this could be a great fit.
Case Manager employer: Time Recruitment Solutions Ltd
Join a well-established manufacturer in Blackburn, where you can take pride in producing high-quality medical support products that genuinely improve people's quality of life. Enjoy a stable work schedule from Monday to Friday, a clean and modern working environment, and the opportunity for personal growth within a supportive team culture that values attention to detail and craftsmanship.
Contact Details:
Time Recruitment Solutions Ltd Recruitment Team
