Mortgage and protection Work, Jobs in Aintree, Msy (with Salaries)

Mortgage and Protection Case Manager
Pioneer Mortgage Services —Ellesmere Port
- £24,420 - £30,000 a year
- Full-time
- Basic maths
- Organisational skills
- Financial services
- Work from home
Quick apply
Mortgage and Protection Advisor
Karl Tatler Estate Agents —Wirral
- £40,000 - £45,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
Quick apply
10d
Impact and Insights Coordinator
Liverpool Football Club —Anfield
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Employee assistance programme
- Employee discount
2d
Trainee Mortgage Adviser
The New Homes Group —Liverpool
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
Mortgage Advisor
The Mortgage Experts —Chorley
- £60,000 - £100,000 a year
- Remote
Quick apply
Data Technician, Level 3 Apprenticeship
Liverpool Football Club —Anfield
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Employee assistance programme
- Employee discount
3d
Mortgage Broker - Partner Advisor
The Mortgage Experts —Warrington
- £60,000 - £100,000 a year
- Remote
- Marketing
Quick apply
Mortgage Adviser
Partnership Recruitment —Liverpool
- School
Mortgage Broker
Dobson Welch —Runcorn
- £35,000 a year
- Full-time
- Remote
- Customer service
- Communication skills
Senior Conveyancing Technical Specialist
PLS Solicitors —Altrincham
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Coin Processor
Vaultex UK Ltd —Woolston
- £24,567 a year
- Full-time
- Employee assistance programme
- Employee discount
Self-employed Protection Advisor
Placing Faces —Runcorn
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
1d
Samlesbury, Warton, Front of House, Security Brand Ambassador (STARS 12-Month FTC)
Securitas UK —Samlesbury
- £17.73 an hour
- Full-time
- Google Suite
- Customer service
- Microsoft Office
- Employee discount
Quick apply
Mortgage & Protection Adviser
Partnership Recruitment —Urmston
- Communication skills
- School
Team Leader
KFC —Aintree
- Up to £14 an hour
- Full-time
- Restaurant
- Employee assistance programme
- Employee discount
Protection Advisor
Placing Faces —Warrington
- £30,000 - £35,000 a year
- Full-time
Mortgage Advisor
PRIMIS Mortgage Network —Preston
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
10d
Cash Processor
Vaultex UK Ltd —Woolston
- £24,567 a year
- Full-time
- Leadership
- Employee assistance programme
- Employee discount
3d
BI Developer
Vaultex UK Ltd —Warrington
- Full-time
- Hybrid work
- Azure
- SQL
- Continuous improvement
- Employee assistance programme
- Employee discount
IT Systems and Security Operator
Allwyn UK —Warrington
- 12 hour shift
- Hybrid work
- Microsoft Office
- Computer networking
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply

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mortgage and protection jobs near aintree, msy

Mortgage and Protection Case Manager

Pioneer Mortgage Services
Ellesmere Port

Quick apply

Job details

Full-time
£24,420 - £30,000 a year

Benefits

Work from home
On-site parking

Qualifications

GCSE
Basic maths
Organisational skills
Financial services
Communication skills

Full job description

Job Summary
We are seeking a dedicated Mortgage and Protection Case Manager to join our financial services team and support the Protection Manager.

The successful candidate will be responsible for managing client cases related to mortgage and protection products, ensuring smooth processing and compliance throughout the customer journey. This role offers an excellent opportunity to develop within a professional environment, providing vital support to clients seeking financial security and homeownership solutions. The position is 4/5 days per week , mainly office based but with with the option of working from home 1 day a week once the initial training period of a month has been completed.

Duties

Completing Recommendation reports for Protection sales
Completing submission on Company system Gateway for all Protection sales
Chasing GP reports back from surgeries
Keeping track of mortgage completion dates
Checking in with insurers for decisions on applications
Booking in 12-month reviews
Liaise with clients, lenders, and insurance providers to gather necessary documentation and information.
Maintain accurate records of case progress, correspondence, and documentation within the company’s CRM system.
Ensure compliance with industry regulations, company policies, and data protection legislation at all times.
Previous experience within financial services or a related customer-focused role is desirable but not essential.
Strong organisational skills with the ability to manage multiple cases simultaneously.
Excellent communication skills, both written and verbal, with a professional approach to client interaction.

Pay: £24,420.00-£30,000.00 per year

Benefits:

On-site parking

Work Location: In person

Quick apply

Refine Your Search

mortgage and protection jobs in aintree, msy

Mortgage and Protection Case Manager

Mortgage and Protection Advisor

Impact and Insights Coordinator

Trainee Mortgage Adviser

Mortgage Advisor

Data Technician, Level 3 Apprenticeship

Mortgage Broker - Partner Advisor

Mortgage Adviser

Mortgage Broker

Senior Conveyancing Technical Specialist

Coin Processor

Self-employed Protection Advisor

Samlesbury, Warton, Front of House, Security Brand Ambassador (STARS 12-Month FTC)

Mortgage & Protection Adviser

Team Leader

Protection Advisor

Mortgage Advisor

Cash Processor

BI Developer

IT Systems and Security Operator

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