Senior case manager Work, Jobs in Liverpool, Eng (with Salaries)

Senior Case Manager
Home Financial NW Ltd —Warrington
- From £30,000 a year
- Part-time
- Hybrid work
- CRM software
- Travel
- Organisational skills
Quick apply
3d
Employee Relations & Policy Lead
PIB Group Services Ltd. —Liverpool
- £70,000 - £75,000 a year
- Management
Quick apply
HR Case Manager- Deeside
Iceland —Deeside
- Full-time
- Databases
- Analysis skills
- Human resources
- Free parking
- Employee discount
Customer Relations Manager, SEO, Perm, Liverpool
Charity Commission —Liverpool
- £44,027 a year
- Part-time
- Hybrid work
- Analysis skills
- Presentation skills
- Continuous improvement
- Annual leave
- Employee discount
Senior Expansion Manager UK
Fastned —Liverpool
- Full-time
- Hybrid work
- Bachelor's degree
- Continuous improvement
- Travel
Programme Manager
Ministry of Justice —Liverpool
- £40,001 - £50,000 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Team management
- Annual leave
Prison Employment Lead
Ministry of Justice —Liverpool
- £40,001 - £50,000 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Conflict management
- Annual leave
10d
Claims Opportunities – All Office Locations Considered
Weightmans —Liverpool
- Full-time
- Hybrid work
5d
Senior Product Analytics Manager - Financial Services
The Very Group —Liverpool
- £6,500 a week
- Hybrid work
- Recruiting
- Financial services
- Leadership
- Employee discount
Quick apply
Case Manager
Frenkel Topping —Birkenhead
- £41,000 - £49,000 a year
- Call to connect
- Case management
- Care plans
Quick apply
Head of Application Delivery
Fletchers Solicitors —Liverpool
- Full-time
- Hybrid work
- Salesforce
- Team management
- In-person
- Work from home
- Sick pay
Quick apply
8d
Senior Manager – Partnership & Business Development
Homes England —Liverpool
- £59,631 - £69,548 a year
- Full-time
- Hybrid work
- Presentation skills
- No degree
- Annual leave
- Employee assistance programme
Head of Credit Hire
The Granite Group —Liverpool
- £63,774 - £79,228 a year
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Team management
- Flexible schedule
Quick apply
3d
Senior Administrative Officer - Electronic Monitoring
HM Prison & Probation Service —Birkenhead
- £20,001 - £40,000 a year
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- English
- Annual leave
- Employee discount
10d
Senior Office Administrator / Co-ordinator
Aiker Legal Ltd —Wrexham
- From £29,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Organisational skills
Quick apply
Local Authority Designated Officer
Cheshire West and Chester Council —Ellesmere Port
- Call to connect
- Remote
- Free parking
- Annual leave
4d
People Coordinator
James' Place —Liverpool
- £30,000 a year
- Full-time
- Hybrid work
- Conflict management
- Human resources
- Recruiting
3d
Senior HR Advisor
Betfred —Warrington
- Full-time
- Hospitality
- Travel
- Human resources
- Employee assistance programme
Quick apply
Senior Bid Manager
United Infrastructure —Great Sankey
- Full-time
- Management
- Writing skills
- Mentoring
Quick apply
Lead Child Protection Practitioner
Cheshire West and Chester Council —Ellesmere Port
- Remote
- Free parking
- Annual leave

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Senior Case Manager

Home Financial NW Ltd
Warrington

Quick apply

Job details

Part-time
From £30,000 a year
3 days ago

Qualifications

CRM software
Financial Conduct Authority guidelines
Client engagement
GCSE
Case note recording
Case record updates
Organisational skills
Financial services
AI

Full job description

About the Role

Home Financial is looking for an experienced Mortgage & Protection Case Manager to join the team. This is a full-time role, offered on a remote or hybrid basis, with occasional travel where needed for team meetings, training, or client-facing support. You'll work closely with advisers to manage cases end-to-end; from initial client contact through to mortgage completion and protection recommendation. It is essential you keep cases moving, compliant, and well documented.

Key Responsibilities – Mortgage Process

Support the initial client call, listening in to understand the client's needs and circumstances
Maintain accurate call recordings via Fathom
Assess client affordability
Prepare and manage Decision in Principle (DIP) submissions
Liaise with lender Business Development Managers (BDMs)
Request client documents via automated workflows
Update the CRM as cases progress through each stage
Review client documents (using ChatGPT to support the review process)
Contact clients to follow up on missing information
Update clients on rate changes
Support the mortgage application process
Add clients to the WhatsApp group and manage introductions
Keep policy documents up to date on the toolbox
Attend regular BDM meetings and training sessions

Key Responsibilities – Protection & Insurance Process

Review documentation via Health Hub
Liaise with insurance provider BDMs
Carry out pre-underwriting checks
Follow agreed scripts for client conversations
Complete demands and needs assessments
Keep policy documents up to date on the toolbox
Prepare protection illustrations
Maintain internal documentation covering options, providers, and rationale ("why")
Attend regular BDM meetings and training sessions

What We're Looking For

Experience in mortgage and/or protection paraplanning, or a related advice-support role
Strong understanding of the mortgage and protection application journey, from fact-find to completion
Confident using CRM systems and case management tools
Comfortable using AI tools (e.g. ChatGPT) to support document review and admin efficiency
Excellent attention to detail and organisational skills
Clear, professional communication with clients, advisers, and lender/provider BDMs
Able to manage a caseload independently and keep multiple cases moving in parallel
Relevant industry qualifications (e.g. CeMAP) are desirable but not essential – we welcome applicants with the relevant experience not necessarily the qualifications
Working knowledge of FCA regulations, Consumer Duty, and Treating Customers Fairly (TCF) principles, with a commitment to compliant, well-evidenced case files

Career Development

We support ongoing professional development, including study support towards industry qualifications such as CeMAP, and clear opportunities to progress as the business grows.

Pay: From £30,000.00 per year

Work Location: Hybrid remote in Warrington WA3

Quick apply

Refine Your Search

senior case manager jobs in liverpool, eng

Senior Case Manager

Employee Relations & Policy Lead

HR Case Manager- Deeside

Customer Relations Manager, SEO, Perm, Liverpool

Senior Expansion Manager UK

Programme Manager

Prison Employment Lead

Claims Opportunities – All Office Locations Considered

Senior Product Analytics Manager - Financial Services

Case Manager

Head of Application Delivery

Senior Manager – Partnership & Business Development

Head of Credit Hire

Senior Administrative Officer - Electronic Monitoring

Senior Office Administrator / Co-ordinator

Local Authority Designated Officer

People Coordinator

Senior HR Advisor

Senior Bid Manager

Lead Child Protection Practitioner

I want to receive the latest job alerts for senior case manager in liverpool, eng

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