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Case Manager- Mortgages and Protection

United Kingdom, Thame 32000.00 GBP / Year · Job Posted May 03, 2026
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Job Description

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.

Job Responsibility

  • 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
  • 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

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!

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