Location: Witney (OX28)

Salary: £32,000 (Base Salary)

Hours: Monday – Friday (09:00 – 17:30)

Experience: 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 who are a massive part of their community.

The Company

Thompson & Terry Recruitment are working with a well-established and respected financial services business that is proud of its reputation for great client service and strong working relationships.

Their success is built on professionalism, accuracy and a commitment to supporting clients through an important and often complex process with care and clarity.

The successful Case Manager will join a close-knit team where collaboration is encouraged, hard work is recognised, and there is a real focus on doing things properly.

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!

Thompson & Terry Ltd, trading as Thompson & Terry Recruitment, are an Abingdon-based recruitment agency specialising in placing candidates into roles across Oxfordshire and beyond. We typically recruit for Office Administration Jobs, Sales Jobs, Marketing Jobs, Biotech Jobs, and Executive Search appointments.

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.

If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know.

PLEASE NOTE: Due to a high volume of applications, if you have not heard from us within 5 working days, unfortunately, your application has been unsuccessful at this time.