Business Stream
EH129SE
£30,000 – £30,000
Full-time
19 days ago
About the role As a Complaints Case Manager (known internally as Customer Resolution Case Owner), you’ll handle complex customer complaints…
Case Manager (Legal, Mortgage & Financial Services)
Liverpool
£28,000 - £35,000+ Bonus
Monday - Friday | 9.00am - 5.00pm
Join a business that's going places.
Looking for a fresh challenge where your organisational skills, attention to detail and customer service can really make a difference?
Beam Recruit are partnering with a growing independent financial services business in Liverpool to recruit a Case Manager.
This is an exciting opportunity to join an ambitious growing business where the Directors lead from the front, decisions are made quickly and hard work is genuinely recognised and rewarded.
As the business continues to grow, you'll have the opportunity to develop your career, take on more responsibility and become a valued member of a close-knit, supportive team.
No previous commercial finance experience? No problem. We're looking for someone with the right attitude and transferable skills. If you're highly organised, thrive in a fast-paced environment and pride yourself on delivering exceptional customer service, we'd love to hear from you.
The Role
You'll manage multiple client cases from enquiry through to completion, ensuring everything runs smoothly while delivering an outstanding customer experience.
Working closely with clients and third parties, you'll keep multiple cases moving at once, ensuring every detail is accurate, deadlines are met and communication is first class.
Key Responsibilities
Manage multiple live cases from enquiry through to completion.
Liaise with clients, lenders and third parties to keep cases progressing.
Gather, review and process documentation accurately.
Keep clients informed throughout every stage of the process.
Chase outstanding information and resolve queries.
Maintain accurate records using the CRM system.
Deliver an exceptional customer experience from start to finish.
About You
You'll be someone who enjoys being busy, thrives on organisation and gets satisfaction from seeing a case through from start to finish.
Thrive in a fast-paced environment and enjoy juggling multiple priorities.
Have exceptional attention to detail and rarely let things slip.
Love organising, planning and keeping things on track.
Deliver outstanding customer service and build strong relationships.
Communicate confidently by phone and email.
Stay calm under pressure and enjoy solving problems.
Take ownership and have a proactive, can-do attitude.
Is your current role one of these?
Conveyancing Paralegal or Conveyancing Assistant
Residential Mortgage Administrator
Remortgage or Property Case Handler
RTA or Personal Injury Case Manager
Financial Planning Administrator
Insurance Account Handler
Insolvency Administrator
Banking or Financial Services Administrator
Loan Processor or Lending Administrator
Compliance Administrator within Financial Services
Don't worry if your job title isn't listed. If you've worked in a regulated or process-driven environment, managed multiple cases and pride yourself on delivering excellent customer service, we'd still love to hear from you.
Why You'll Love Working Here
£ salary depending on experience
Performance-related bonus
Monday to Friday, 9.00am – 5.00pm
Genuine career progression as the business continues to grow
Supportive Directors who invest in their people
Friendly, collaborative team where your contribution really matters
Full training within a specialist area of financial services
About Beam Recruit
Beam Recruit is a specialist recruitment consultancy based in Liverpool, recruiting across Finance, HR, Business Support and Commercial roles throughout the North West.
Due to the high volume of applications we receive, we may not be able to provide individual feedback. If your application is successful, we'll be in touch within five working days.
Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.
About the role As a Complaints Case Manager (known internally as Customer Resolution Case Owner), you’ll handle complex customer complaints…