Case Manager

JR United Kingdom; Sefton; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading company in the financial services sector is seeking a Case Manager for their Southport HQ. The role involves managing mortgage cases, ensuring smooth progress from application to completion while maintaining excellent client relationships. Ideal candidates will be proactive, detail-oriented, and possess strong communication skills. This position offers a competitive salary, hybrid working options, and various perks, making it an excellent opportunity for career development.

Benefits

25 days holiday + bank holidays

Hybrid working available

Weekly fresh fruit at your desk

Annual Christmas party

Pool & ping pong tables

Free barista-style coffee, tea & filtered water

Top-notch tech & tools

Staff canteen

Free on-site parking

Pension contributions after 3 months

Qualifications

• Experience in mortgage administration or similar regulated roles is essential.
• Strong organizational skills and keen attention to detail required.
• Excellent written communication skills are necessary.

Responsibilities

• Ensure mortgage cases progress smoothly, liaising with clients and stakeholders.
• Validate client documentation and maintain organized records.
• Input data into lender portals accurately.

Skills

Organizational skills

Attention to detail

Written communication

Telephone manner

Proactivity

Education

CeMAP qualification

Experience in financial services

Job description

We’re Hiring: Case Manager | The Buy to Let Broker | Southport HQ (Hybrid)

Are you the kind of person who finds joy in perfecting processes, solving problems on the fly, and being the reliable support everyone depends on? Do you love chasing details, balancing priorities, and helping clients reach that “yes” moment?

If you're resilient, resourceful, and ready to make things happen — keep reading.

Salary: Up to £30,000 (depending on experience)

Location: On-site, Southport HQ (Hybrid working available after probation)

Type: Full-time, Permanent

The Role

We’re expanding our award-winning team and looking for a Case Manager to join us at our Southport head office. In this role, you’ll be the key person ensuring a mortgage case progresses smoothly — working closely with a dedicated broker and support team to guide landlord clients from application to completion, while maintaining our 5-star reputation at every stage.

This role is ideal for someone who thrives under pressure, enjoys switching gears, and keeps the goal of excellent client outcomes in mind.

What You’ll Be Doing:

• Validating client documentation meticulously and maintaining organized records.
• Accurately inputting data into lender portals, ensuring completeness.
• Liaising with lenders, underwriters, solicitors, estate agents, and clients to keep cases progressing.
• Managing expectations with honesty and professionalism — we under-promise and over-deliver.
• Supporting brokers by handling case administration and keeping clients informed throughout the process.

What We’re Looking For:

• A proactive, confident, and “I’ve got this” attitude.
• Friendly and professional telephone manner (we prioritize human interaction).
• Strong organizational skills and keen attention to detail.
• Excellent written communication skills — clear, calm, and informative emails.
• Experience in financial services, mortgage administration, or similar regulated roles.
• CeMAP qualification is a bonus but not required.
• Discretion, integrity, and the ability to juggle changing priorities effectively.

Why This Role Stands Out

This isn’t a robotic admin job — it’s relationship-focused, fast-paced, and varied daily. You’ll build genuine connections, solve problems in real time, and be part of a team that values doing things the right way.

Whether you’re looking to develop your skills, advance your career, or be somewhere your effort is recognized — we want to hear from you.

Perks & Benefits:

• Up to £30,000 salary (DOE)
• 25 days holiday + bank holidays from day one
• Hybrid working available
• Weekly fresh fruit at your desk
• Annual Christmas party
• Pool & ping pong tables
• Free barista-style coffee, tea & filtered water
• Top-notch tech & tools
• Staff canteen
• Free on-site parking
• Pension contributions after 3 months

Ready to Join Us?

To apply, send the following to [emailprotected]:

• Your CV
• Your contact details
• A brief note on why you’re the ideal candidate

Check us out at thebuytoletbroker.co.uk/careers

Follow us on LinkedIn, Facebook, Twitter, or Instagram to stay updated.

Your next opportunity starts here. Apply now.