Case Manager (Legal, Mortgage & Financial Services)

Liverpool

£28,000 – £35,000+ Bonus

Monday – Friday | 9.00am – 5.00pm

Join a business that's going places.

Looking for a fresh challenge where your organisational skills, attention to detail and customer service can really make a difference?

Beam Recruit are partnering with a growing independent financial services business in Liverpool to recruit a Case Manager.

This is an exciting opportunity to join an ambitious growing business where the Directors lead from the front, decisions are made quickly and hard work is genuinely recognised and rewarded.

As the business continues to grow, you'll have the opportunity to develop your career, take on more responsibility and become a valued member of a close-knit, supportive team.

No previous commercial finance experience? No problem. We're looking for someone with the right attitude and transferable skills. If you're highly organised, thrive in a fast-paced environment and pride yourself on delivering exceptional customer service, we'd love to hear from you.

The Role

You'll manage multiple client cases from enquiry through to completion, ensuring everything runs smoothly while delivering an outstanding customer experience.

Working closely with clients and third parties, you'll keep multiple cases moving at once, ensuring every detail is accurate, deadlines are met and communication is first class.

Key Responsibilities

• Manage multiple live cases from enquiry through to completion.
• Liaise with clients, lenders and third parties to keep cases progressing.
• Gather, review and process documentation accurately.
• Keep clients informed throughout every stage of the process.
• Chase outstanding information and resolve queries.
• Maintain accurate records using the CRM system.
• Deliver an exceptional customer experience from start to finish.

About You

You'll be someone who enjoys being busy, thrives on organisation and gets satisfaction from seeing a case through from start to finish.

You'll probably recognise yourself if you:

• Thrive in a fast-paced environment and enjoy juggling multiple priorities.
• Have exceptional attention to detail and rarely let things slip.
• Love organising, planning and keeping things on track.
• Deliver outstanding customer service and build strong relationships.
• Communicate confidently by phone and email.
• Stay calm under pressure and enjoy solving problems.
• Take ownership and have a proactive, can-do attitude.

Is your current role one of these?

If so, your skills could transfer brilliantly:

• Conveyancing Paralegal or Conveyancing Assistant
• Residential Mortgage Administrator
• Remortgage or Property Case Handler
• RTA or Personal Injury Case Manager
• Financial Planning Administrator
• Insurance Account Handler
• Insolvency Administrator
• Banking or Financial Services Administrator
• Loan Processor or Lending Administrator
• Compliance Administrator within Financial Services

Don't worry if your job title isn't listed. If you've worked in a regulated or process-driven environment, managed multiple cases and pride yourself on delivering excellent customer service, we'd still love to hear from you.

Why You'll Love Working Here

• £ salary depending on experience
• Performance-related bonus
• Monday to Friday, 9.00am – 5.00pm
• Genuine career progression as the business continues to grow
• Supportive Directors who invest in their people
• Friendly, collaborative team where your contribution really matters
• Full training within a specialist area of financial services

About Beam Recruit

Beam Recruit is a specialist recruitment consultancy based in Liverpool, recruiting across Finance, HR, Business Support and Commercial roles throughout the North West.

Due to the high volume of applications we receive, we may not be able to provide individual feedback. If your application is successful, we'll be in touch within five working days.