Mortgage Case Manager

Experienced Case Manager – Mortgage \& Financial Services

Company: Venture Mortgages and Protection

Location: Leicester city centre office based

Hours: Part\-time (approximately 20–25 hours per week, flexible across the week to suit childcare or other commitments)

Salary: Competitive, dependent on experience

Start Date: TBC

About the Company

Venture Mortgages and Protection is an independent UK mortgage or financial services business providing a high touch, professional service to its clients. The business is growing steadily and places strong emphasis on calm communication, organisation, and long\-term client relationships.

Client experience is taken seriously. How clients feel throughout the advice and application process matters just as much as efficiency, accuracy, and outcomes. Clear communication, follow\-through, and trust sit at the heart of how the business operates day to day.

This is not a corporate environment. This is a trusted, part\-time role suited to someone who values autonomy, flexibility, and being trusted to do their job properly without micromanagement.

The Role

This is a senior support role, not an entry\-level admin position. You will sit at the heart of the business, acting as the connective glue between advisers, clients, lenders, solicitors, insurers, and professional partners.

You will manage client journeys from onboarding through to completion, ensuring communication is clear, documentation is handled efficiently, and all parties feel informed and supported.

This role suits someone who enjoys being the steady, trusted presence in a business — the person who knows what’s happening, keeps people informed, and quietly ensures nothing slips through the cracks. You’ll be relied upon, respected, and given the space to do your work properly.

Key Responsibilities

Your focus will be on people first, process second — ensuring clients feel supported and confident, while the admin, systems, and compliance are handled thoroughly in the background.

Managing mortgage and protection cases from initial enquiry through to completion

Handling inboxes and professional client correspondence

Booking and coordinating appointments and adviser diaries

Chasing, organising, and reviewing client documentation

Updating CRM systems, trackers, and pipeline reports accurately

Liaising with lenders, solicitors, insurers, and introducers

Supporting compliance checks and file preparation

Ensuring records are accurate, complete, and audit\-ready

Spotting inefficiencies and suggesting improvements to workflows and client journeys

What We’re Looking For

This role is best suited to someone with previous experience as a Personal Assistant, Mortgage Administrator, Case Manager, or Operations Assistant within mortgage or financial services.

Strong understanding of mortgage or financial services processes

Comfortable using CRMs, lender portals, and document management systems

Values calm, clear communication and consistent follow\-through

Takes pride in being dependable and doing things properly

Naturally builds trust with clients and professional partners

Highly organised, proactive, and detail\-focused

Confident chasing clients, lenders, and solicitors professionally

Strong compliance mindset

Comfortable working independently without close supervision

Who This Role Is Perfect For

This role is ideal for someone who genuinely enjoys supporting others, building trusted relationships, and being the calm, reliable presence behind the scenes. You value quality over chaos, consistency over speed, and take pride in keeping things running smoothly without needing the spotlight.

You enjoy working closely with people, feel satisfied when others feel supported and reassured, and prefer a role where your contribution is deeply valued rather than constantly measured or pressured.

What Success Looks Like

Success in this role isn’t about speed or volume — it’s about consistency, trust, and quality.

Clients feel informed, supported, and reassured at every stage

Cases progress smoothly with minimal bottlenecks or fire\-fighting

Files are accurate, compliant, and well organised

Strong working relationships are built with lenders and solicitors

Advisers have space to focus on advice, relationships, and growth

Benefits

Flexible, part\-time working hours

Ability to spread hours across the week to suit childcare or family commitments

Opportunity to grow into a senior operations or case management role

Supportive, non\-corporate working environment focused on trust and quality

How to Apply

Please send a short introduction about yourself, details of your relevant mortgage or financial services experience, why this role appeals to you, and your availability for a start date. There is no need for anything overly formal

Pay: £26,000\.00\-£29,000\.00 per year

Work Location: In person

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