Case Manager

Marstep Resourcing Solutions; Wrexham; On-site; GBP 23,000 - 28,000; Full time

Benefits offered by this job

30 days holidays

Medical cash plan

Gym membership

Onsite parking

Bike to work

Exam support

Development path

Team socials

Job summary

Marstep Resourcing Solutions in the United Kingdom is offering an exciting opportunity within the Client Servicing team. You will provide admin support to the Financial Team and wider business, with full training provided.

Key requirements include a genuine interest in financial services, strong IT skills, and a proactive, detail‑focused approach. This permanent role is full-time (35 hours per week) with a friendly team and clear progression paths.

Responsibilities

• Updating client personal information onto our CRM system (Salesforce)
• Review letter completion
• Complete full annual review advice set on our CRM system (Salesforce)
• Protection quotations through Solution builder app
• Answering of incoming office calls
• Supporting with any broader general office support
• Supporting with client generic queries

Job description

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.

Hours: 5 days per week - 9am until 5pm (35 hours per week)

Salary; £25,000

Contract type: Permanent

Benefits

• 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
• NHS Top up Medical Cash Plan (increasing with length of service)
• Gym membership
• Free onsite parking
• Bike to work scheme
• Exam support and funding
• Inhouse development path for those that want to develop throughout the various roles
• Team socials

Role purpose

An exciting new opportunity has arisen with this long established business.. The role will be in the Client Servicing team providing admin support to the business's Financial Team and wider business.

Key Duties and Responsibilities

• Updating client personal information onto our CRM system (Salesforce)
• Review letter completion
• Complete full annual review advice set on our CRM system (Salesforce)
• Protection quotations through Solution builder app
• Answering of incoming office calls
• Supporting with any broader general office support
• Supporting with client generic queries

Person Specification

• Genuine interest in Financial Services
• Confident phone manner and dealing with clients
• Keen to develop and learn
• High level of attention to detail
• Highly organised and works with a proactive attitude
• Excellent written and verbal communication skills
• Excellent IT Skills
• Approaches work positively with a can-do attitude and take responsibility for own tasks
• Manages time effectively and can work within set timescales
• Works well as an individual and as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career