Mortgage Advisor / Case Manager
Salary: £24,500 – £45,000 (DOE + completion incentives)
Location: Kings Langley, Hertfordshire
Hours: Monday–Friday, 9:00am – 5:30pm
Benefits: Free on-site parking
We are seeking a motivated Mortgage Advisor / Case Manager to support two directors across a busy and growing caseload, with the majority being remortgage cases. You'll manage the post-sale process from application through to offer and completion, ensuring clients are kept informed and cases progress smoothly.
This role suits someone who thrives on organisation, client interaction, and driving results. You'll be directly rewarded with incentives for each case completion.
Key Responsibilities
* Collect and check client documents
* Package mortgage and insurance applications accurately
* Submit and manage cases through to completion
* Keep CRM systems and client records fully updated
* Liaise with clients, lenders, and solicitors throughout the process
* Book client meetings and update fact finds
About You
* CeMAP or CII qualified (essential)
* Proven experience in mortgages and protection
* Confident with IT systems and CRM platforms
* Proactive, efficient, and able to respond quickly to client needs
If you have access to your own client bank, we offer increased incentives for completing self-generated business. This provides a clear progression path to becoming a standalone advisor with a highly competitive commission structure. We would typically expect a minimum of 12 months in the Case Manager role before this transition.
Job Types: Full-time, Permanent, Fixed term contract
Contract length: 12 months
Pay: £24,500.00-£40,000.00 per year
Benefits:
* Company events
* Financial planning services
* Free parking
* On-site parking
Experience:
* Case Managing/Advising: 1 year (preferred)
Licence/Certification:
* Cemap/CII (preferred)
Work Location: In person