Client advisor Work, Jobs in Doncaster Dn6 (with Salaries)

Mortgage Case Manager
Believe Money Group —Doncaster
- From £24,000 a year
- Full-time
- Customer service
- Basic maths
- English
- Gym membership
Quick apply
Mortgage Advisor
The Mortgage Experts —Doncaster
- £60,000 - £100,000 a year
- Remote
Financial Advisor Administrator
My Pension Expert —Doncaster
- £28,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
- Referral programme
Quick apply
8d
Insurance Advisor
Howden Group Holdings —York
- Full-time
- Hybrid work
- Employee discount
Sales Advisor
Kustom Design Printing —Doncaster
- £26,000 - £29,120 a year
- Full-time
- CRM software
- Sales
- Driving
- Free parking
Quick apply
Customer Service Advisor
CBRE —Doncaster
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Employee discount
Learning and Development Partner
Onebright —York
- £35,000 a year
- Call to connect
- Hybrid work
- IT
- Annual leave
- Employee assistance programme
Client Advisor - FTC
Turning Point —Wakefield
- £25,869 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
3d
Performance Coach
1ST LOCATE (UK) LIMITED —Temple Newsam
- £31,000 - £34,000 a year
- Full-time
- Management
- Leadership
Quick apply
11d
Lancôme Beauty Advisor
Myer —Doncaster
- Part-time
- Employee discount
Client Service Advisor - Corporate Insurance, Leeds
Aon Corporation —Leeds
- Hybrid work
- Organisational skills
- Communication skills
Customer Support Advisor
BW Legal —Leeds
- £21,500 - £23,000 a year
- Overtime
- Customer service
- Organisational skills
- Free parking
- Annual leave
Quick apply
Customer Service Advisor
Business Waste —York
- £25,470 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Gym membership
- Referral programme
Quick apply
7d
ELPL Legal Advisor
Minster Law —Wakefield
- £23,849.28 - £25,000.00 a year
- Hybrid work
- Communication skills
12d
Client Services Administrator - Occupational Health YORK
OHWorks Limited —University of York
- £150 a day
- Up to 50% travel
- English
- Microsoft Office
- Free parking
- Health & wellbeing programme
Quick apply
12h
HSE Advisor
First Call HSQ Limted —Scunthorpe
- From £200 a day
- Hybrid work
- English
- Bachelor's degree
Quick apply
7d
Customer Liasion Advisor
Direct Line Group —Leeds
- Customer service
- Communication skills
- Employee discount
3d
People & Culture Manager
Legal 500 —Leeds
- Hybrid work
Customer Service Advisor
Concentrix —Rotherham
- £26,520 a year
- Full-time
- Customer service
- English
- Organisational skills
- Free parking
- Annual leave
Stocktaker - Sheffield
nGeneration —Sheffield
- £26,500 - £28,500 a year
- Weekend availability
- Bar
- Microsoft Excel
- Customer service
Quick apply

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Mortgage Case Manager

Believe Money Group -
Doncaster

Quick apply

Job details

Permanent | Full-time
From £24,000 a year

Benefits

Gym membership

Qualifications

Driving Licence
Customer service
GCSE
Basic maths
English
Administrative experience
Driving
Financial services

Full job description

About Believe Money Group

Believe Money Group is a fast‑growing financial services organisation specialising in innovative solutions across the lending and broker markets. We combine strong operational expertise with modern systems, data, and customer‑first thinking to deliver clarity, speed, and confidence throughout the financial journey.

Our purpose is simple: to provide customers with exceptional service, efficient processes, and specialist knowledge across our lending and mortgage divisions.

Job Title

Second Charge Case Manager

Department

Believe Loans

Office Based - Working Hours

Monday to Thursday: 9:00am – 5:30pm
Friday: 9:00am – 3:00pm

(40 hours per week)

Responsible To

Operations Manager

Primary Role

We are looking for a Second Charge Case Manager to support clients, lenders, solicitors, and our in‑house second charge mortgage advisors. You will play a key part in delivering an excellent customer journey from application through to completion, ensuring all cases are packaged, processed, and managed to a high standard.

Key Responsibilities

Handle filing, scanning, photocopying, and organising all documents required for second charge mortgage applications.
Maintain and update business logs using the internal CRM system.
Deliver excellent customer service, ensuring clients are supported throughout the entire process.
Work closely with second charge mortgage advisors to ensure cases are underwritten correctly and packaged to a high standard before submission to lenders.
Manage both personal and team workloads to ensure all clients receive high‑quality service.
Communicate with management, producing reports on personal caseloads for forecasting and completions.
Manage a fast‑paced pipeline from submission through to completion.
Handle incoming enquiries promptly and professionally.
Ensure all terms and loan offers are received and cross‑checked against application data and KFIs.
Stay up to date with lender criteria across the full panel.
Review, update, track, and monitor all ongoing cases.
Keep customers updated and request feedback upon completion.
Guide all clients through the Trustpilot feedback process.
Ensure every client has discussed Protection with our in‑house team before completion.
Work alongside compliance and our mortgage network to ensure all regulatory requirements are met.
Meet departmental SLAs and performance targets.
Fully embed Treating Customers Fairly (TCF) principles into daily work.
Attend internal or external meetings as required.

Salary Expectation

£38,000 OTE

Benefits

Cash Plan with Westfield Health
Access to free therapy sessions
Gym membership
Free tea/coffee facilities
Fresh fruit delivered weekly
Parking
End‑of‑quarter events and incentives
Progression opportunities

Job Types: Full-time, Permanent

Pay: From £24,000.00 per year

Education:

GCSE or equivalent (preferred)

Experience:

Customer service: 1 year (preferred)
Administrative: 2 years (preferred)

Language:

English (preferred)

Licence/Certification:

Driving Licence (preferred)

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in doncaster dn6

Mortgage Case Manager

Mortgage Advisor

Financial Advisor Administrator

Insurance Advisor

Sales Advisor

Customer Service Advisor

Learning and Development Partner

Client Advisor - FTC

Performance Coach

Lancôme Beauty Advisor

Client Service Advisor - Corporate Insurance, Leeds

Customer Support Advisor

Customer Service Advisor

ELPL Legal Advisor

Client Services Administrator - Occupational Health YORK

HSE Advisor

Customer Liasion Advisor

People & Culture Manager

Customer Service Advisor

Stocktaker - Sheffield

I want to receive the latest job alerts for client advisor in doncaster dn6

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