Location: Witney (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 that is a massive part of their community.
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!
No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation. We encourage applications from all suitably qualified individuals.
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