Case Manager

Case Manager

Ellesmere Port | Hybrid (3 days in office)

We're working with a friendly, family-run financial services business in Ellesmere Port who are looking to bring in an Case Manager to support their growing team.

This is a fantastic opportunity to join a close-knit office (4-6 people at a time) with a great culture, strong tenure, and genuine long-term progression opportunities.

The Role

This is a busy, varied position supporting advisors and ensuring the smooth running of protection and mortgage cases.

Key responsibilities:

• Inputting client data, fact finds and leads onto internal systems
• Writing advice and suitability letters
• Managing and chasing pipeline cases (including GP reports)
• Keeping advisors updated on case progress
• General administration and case management
• Supporting protection cases and ensuring compliance standards are met

This is a fast-paced role, so strong organisation and attention to detail are essential.

✅ What We ' re Looking For

Essential:

• Confident communicator - able to speak to people at all levels
• Strong organisational skills
• Positive, proactive and enthusiastic attitude
• Comfortable working in a fast-paced environment

Nice to have:

• Experience in a compliant / regulated environment
• Interest in protection / financial services

Salary & Benefits

• Up to £30,000 (DOE)
• Standard hours: Monday - Friday, 9:00am - 5:00pm
• Supportive, long-standing team environment

About the Company

• Small, family-run business with a great reputation
• Excellent staff retention (many team members over 8+ years)
• Supportive leadership team, including a highly regarded CEO and Director

If you're looking for a role where you can learn, grow, and be part of a genuinely supportive team, this could be a great fit.