Mortgage & Protection Case Manager
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Recruitment Consultant | Connecting Top Talent with Leading Opportunities at Altum
Are you an admin pro who thrives on keeping things organised and moving? We’re working with a successful and growing financial services business in Macclesfield that’s looking for a detail-driven Mortgage & Protection Case Manager to join their team.
In this role, you’ll be the engine behind the scenes — making sure client cases are handled smoothly, documents are processed accurately, and communication is clear every step of the way.
This isn’t an entry-level position — we’re looking for someone with experience in admin or case management, who’s confident juggling multiple tasks and liaising with clients, lenders, and providers alike.
What You’ll Be Doing:
• Managing client documentation and records in line with GDPR
• Liaising with advisers, clients, lenders, providers, and solicitors
• Submitting documents, tracking progress, and chasing outstanding items
• Keeping clients updated throughout the process with clear, professional comms
• Taking broker fees and managing the “put on risk” process using internal systems
• Spotting and resolving issues early to prevent delays
• Has solid experience in administration or case management (this is essential)
• Communicates confidently and professionally with clients and third parties
• Stays calm under pressure and thrives when spinning multiple plates
• Is super organised with a sharp eye for detail
• Is tech-savvy — confident using Microsoft 365 and open to learning new tools
• (Bonus) Has knowledge of mortgage or protection case processes
Please note: You must have the right to work in the UK.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Accounting/Auditing, Administrative, and Customer Service
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