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Permanent

Case Manager - Mortgages and Protection

Thompson & Terry
Thame
money-bag £32000 Annual
Posted: 15 July 2026 (Yesterday)
Closing date: 14 August 2026
Ref: 3139478516

Location: Thame (OX9)Salary: £32,000 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 BusinessThe OpportunityThompson and 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 CompanyThompson and Terry Recruitment are working with a well-established and respected financial services business that is proud of its reputation for great ..... full job details .....

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