Job Description

Join a dynamic and client-focused team where your work truly matters!

We are looking for a proactive, enthusiastic, and people-oriented

Mortgage Case Handler

to become a key player in our client servicing team. If you love building relationships and have a passion for financial services, this could be the perfect next step in your career.

What You'll Be Doing:

Client Engagement

Proactively call existing clients to review their ongoing financial needs. Conduct regular check-ins to discuss life changes such as home moves, property extensions, or family circumstances. Provide a warm and knowledgeable first point of contact for all client interactions.

Protection & Mortgage Review Support

Identify opportunities to review and update clients' protection policies including: Life insurance Critical illness cover Income protection Buildings and contents insurance Ensure clients are contacted ahead of their remortgage dates for timely support and planning.

Appointment Management

Efficiently schedule meetings with our Mortgage and Insurance Advisers, ensuring prompt follow-up and minimal delays. Work closely with advisers to prepare client documents and relevant information ahead of appointments.

Team Collaboration

Be an integral part of a supportive, high-energy team that puts clients first. Collaborate daily with advisers and administrative teams to deliver a seamless client experience.

What We're Looking For:

A strong communicator who thrives on client interaction. Team player with a proactive and positive approach. Organised and detail-oriented, especially when handling client documents and bookings. Ideally has experience in financial services, mortgages, or insurance. Confident with phone-based client work and CRM systems.

What You'll Get in Return:

24,000 basic salary Bonus incentive scheme - OTE 28,000 A vibrant, supportive team environment Opportunities for development within the financial services industry The chance to make a real difference in people's lives through outstanding client care

Apply now

to join a company that values integrity, teamwork, and long-term client relationships. Your next exciting career move is just a call away.

Job Types: Full-time, Part-time

Pay: 23,558.00-24,860.00 per year

Expected hours: 37.5 per week

Additional pay:

Performance bonus Quarterly bonus
Benefits:

Company events Company pension Cycle to work scheme Sick pay
Schedule:

Monday to Friday Weekend availability
Work Location: In person