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This job expired on 28/09/2026. It no longer accepts applications.
Case Manager – Financial Services
Time Recruitment · Ellesmere Port
Job description
About the role
We are partnering with a friendly, family‑run financial services business in Ellesmere Port to hire a Case Manager. The role supports advisors by managing protection and mortgage cases, ensuring smooth operations and compliance.
Key responsibilities
- Enter client data, fact finds and leads into internal systems.
- Draft advice and suitability letters.
- Manage and chase pipeline cases, including obtaining GP reports.
- Keep advisors informed of case progress.
- Perform general administration and case management tasks.
- Support protection cases and uphold compliance standards.
Required profile
- Confident communicator able to engage with people at all levels.
- Strong organisational abilities with meticulous attention to detail.
- Positive, proactive and enthusiastic attitude.
- Comfortable thriving in a fast‑paced environment.
Required skills
What we offer
- Salary up to £30,000 per year (DOE).
- Standard Monday‑Friday, 9 am‑5 pm hours.
- Hybrid work model – three days in the office.
- Supportive, long‑standing team with excellent staff retention.
- Family‑run business reputation and supportive leadership.
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Time Recruitment
Ellesmere Port
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