Case Manager

Fareham, UK
20 May 2019
28 May 2019
Contract Type
Full Time
MyCFL is working with a Specialist Financial Company; growing and expanding within their market. They are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community and we currently have an exciting opportunity for an enthusiastic Case Manager to join their busy team near Whiteley.

The Package - What you could earn
  • Salary negotiable depending on experience

Case Manager - Main Duties and Responsibilities:
  • Build strong relationships between Mortgage Consultants, Client Services and external partners such as Lenders, Solicitors, Estate Agents and Insurance providers
  • Provide an outstanding and efficient service to our clients by managing their expectations and keeping them up to date on the progress of their applications
  • Liaise with Lenders, Solicitors and clients to ensure you can move your mortgage cases through as efficiently as possible
  • Maintain a high level of accuracy when inputting data
  • Deliver an exceptional client service to all our clients and put them at the heart of everything you do
  • Provide administrative support to a team of mortgage consultants

The Person - Skills, Knowledge, Qualifications and Experience:
  • Previous office administration experience.
  • Previous regulatory or financial industry experience is desirable (not essential).
  • Willing to work towards a regulatory qualification.
  • Excellent written and oral communication skills.
  • Methodical and highly organised.
  • Computer literate and good typing skills.
  • Accurate with good attention to detail.
  • Problem solving.
  • You must have an excellent eye for detail
  • Be highly organised and able to prioritise
  • Will thrive in a high pressured, fast pace environment
  • Be able to complete work to a high standard within agreed service standards
  • You will need to be professional and have an excellent telephone manner
  • Drive and ambition to progress your career
  • Preferably experienced in delivering great customer service

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