Full job descriptionAre you an experienced Mortgage Administrator or IFA Administrator looking for a role where you can take ownership of cases and make a real impact?

Do you enjoy building strong relationships with clients, advisers, and lenders while ensuring applications progress smoothly from start to finish?

Juice Recruitment is delighted to be supporting a well-established and growing financial services business in the search for a Case Manager.
This is an excellent opportunity for an experienced Mortgage Administrator or IFA Administrator to join a professional and supportive team where client service is at the heart of everything they do.
Working remotely, you’ll play a key role in managing mortgage applications from submission through to completion, ensuring clients receive a seamless experience while supporting advisers and maintaining strong relationships with lenders and third-party partners.



DAY TO DAY

*Managing mortgage applications from submission through to completion.

*Acting as the main point of contact for clients throughout the application journey.

*Liaising with lenders and providers to obtain updates and progress cases efficiently.

*Requesting and managing outstanding documentation from clients.

*Proactively identifying and resolving issues that could impact application timescales.

*Reviewing mortgage offers and ensuring all information is accurate before notifying advisers.

*Keeping advisers informed of case progress and any potential challenges.

*Maintaining accurate and compliant client records within the CRM system.

*Liaising with introducers and trusted third-party partners where appropriate.

*Uploading and allocating client documentation and correspondence.




WHAT WE’D LOVE TO SEE

*Previous experience working in a mortgage or IFA role, ideally within customer services or administration.

*Excellent communication and relationship-building skills.

*Strong organisational abilities with the capacity to manage multiple cases simultaneously.

*Exceptional attention to detail and accuracy.

*Confidence in dealing with lenders, clients, and advisers professionally.

*A proactive approach to problem-solving and case progression.

*Strong IT skills and experience using CRM systems.

*CeMAP qualification, or working towards it, would be advantageous but is not essential.




FOR YOU

*Competitive salary dependent on experience.

*Fully remote working.

*Ongoing training and professional development opportunities.

*A supportive and collaborative team environment.

*The opportunity to join a growing and successful financial services business.

*A varied role where your expertise and contribution will be highly valued.

*Long-term career development opportunities within a professional and customer-focused organisation.

Apply today or contact Juice Recruitment for a confidential conversation.
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