Study manager Work, Jobs in Congleton, Chs (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
2d
Research Impact and Engagement Manager
Manchester Metropolitan University —Manchester
- £48,822 - £56,535 a year
- Full-time
- Hybrid work
- Communication skills
- Life insurance
4d
Volunteer Recruitment & Engagement Manager (Maternity Cover)
Caudwell CHILDREN —Newcastle-under-Lyme
- £33,000 - £36,000 a year
- Temporary
- Hybrid work
- Supervising experience
- Travel
- Human resources
- Free parking
- Work from home
Quick apply
Clinical Project Manager
Biocomposites —Keele
- Full-time
- Organisational skills
- Leadership
- Communication skills
- Free parking
- Employee discount
Quick apply
3d
Tutor
Landau Ltd —Stoke-on-Trent
- £28,119.00 - £34,360.80 a year
- Full-time
- Experience working with individuals with disabilities
- Maths
- Experience working with children
- Health & wellbeing programme
- Referral programme
Quick apply
3d
Screening Manager
PayStream Accounting Services —Altrincham
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Management
- Continuous improvement
- Communication skills
Quick apply
18h
Senior Product Manager
HippoDigital —Manchester
- £57,500 - £66,000 a year
- Hybrid work
- In-person
- Leadership
- Employee discount
Learning Support and Inclusion Manager (EL165)
Cheshire College South and West —Crewe
- £47,804 - £57,059 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Access
- Management
- Free parking
- Annual leave
2d
Account Manager
Skyrise —Manchester
- Up to £35,000 a year
- Hybrid work
Approvals Quality Control Manager
Health Research Authority —Manchester
- £49,387 - £56,515 a year
- Full-time
- Remote
- Continuous improvement
- Quality control
12d
Apprentice Project Manager
Dalkia —Stone
- Project management
- Continuous improvement
Genetics Consultant
Cogent Breeding Ltd —Chester
- Full-time
- Remote
- Sales
- Customer service
- Annual leave
Quick apply
Account Manager
Childcare Marketing Group —Manchester
- £3,300 - £48,000 a month
- Full-time
- Childcare
- English
- Project management
Quick apply
Bid Manager
Equans —Didsbury
- Full-time
- Hybrid work
- Salesforce
- Writing skills
- Databases
- Annual leave
- Employee assistance programme
HR Administrator
PayStream Accounting Services —Altrincham
- £28,000 - £30,000 a year
- Full-time
- Computer literacy
- Administrative experience
- Human resources
Quick apply
11d
Project Manager
Dalcour Maclaren —Crewe
- Continuous improvement
- Team management
- Computer skills
- Free parking
- Annual leave
Quick apply
2d
Change Lead
BPP Holdings —Manchester
- Hybrid work
- Training & development
- AI
- Communication skills
- Annual leave
- Employee discount
18h
Marketing Executive / Social Media Manager / Content Creator - Mat Leave 12 Months
Graham Heath Construction Ltd —Nantwich
- £27,000 - £32,000 a year
- Temporary
- Social media management
- Travel
- In-person
- Free parking
Quick apply
Project Planner
Dalkia —Stone
- Analysis skills
- Contracts
2d
Account Manager
Skuuudle —Manchester
- Full-time
- Remote
- Travel
Quick apply

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Senior Case Manager

Home Financial NW Ltd
Warrington

Quick apply

Job details

Part-time
From £30,000 a year
2 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

study manager jobs in congleton, chs

Senior Case Manager

Research Impact and Engagement Manager

Volunteer Recruitment & Engagement Manager (Maternity Cover)

Clinical Project Manager

Tutor

Screening Manager

Senior Product Manager

Learning Support and Inclusion Manager (EL165)

Account Manager

Approvals Quality Control Manager

Apprentice Project Manager

Genetics Consultant

Account Manager

Bid Manager

HR Administrator

Project Manager

Change Lead

Marketing Executive / Social Media Manager / Content Creator - Mat Leave 12 Months

Project Planner

Account Manager

I want to receive the latest job alerts for study manager in congleton, chs

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