Role Profile – Senior Case Manager

Regulated Home Finance & Insurance – Craven Mortgages

S – T – R – I – V – E

Success – Teamwork – Respect – Integrity – Vision – Excellence


Doncaster or Ilkley, Hybrid Working Available


Full Time and Part Time Positions Available. Full Time Hours 35 Hours Per Week

Closing Date

17th May 2024

Who we are?

We are CFP Group – If you are looking to work in a creative, rewarding, vibrant culture, look no further. At CFP, our people and our customers are at the heart of everything we do. We recruit talented people for the long term. That means investing in and developing them within our business.

We are a financial services intermediary who offer a variety of Financial Services through our team of Finance Brokers and Case Managers across three brands: CFP Group, Drive Finance and Craven Mortgages.

We act as an intermediary for a large panel of lenders, so we have close connections to a

number of banks and other financial institutions to help promote their financial products.

We work with a wide variety of clients, across all business sectors around the UK.

The People We Look For

· People who strive for success and execute their work with excellence

· People who have vision and take a long term view

· People who value the team around them, build strong relationships and have high levels of respect for others

· People who have high levels of integrity and do business in a straightforward, fair and honest way

· People who have the courage to make their own decisions

What would you be doing?

There is real scope to shape the role according to your areas of strength and the business priorities. The group of businesses currently operates under distinct areas of expertise:

1) Specialist Property Finance

2) Finance for Trading Businesses

3) Asset Finance

4) Prestige Car Finance

5) Home Finance and Insurance

As an experienced operator within the Home Finance and Insurance industry, we are looking for a proven individual who has demonstrated capability to become a key member within the team of Case Managers and Finance Brokers.

Whilst the role does not include any regulated mortgage activity (i.e. RMC discussions, advice or recommendations), it is expected that the successful candidate will identify such opportunities and refer these to a regulated colleague.

This role will require you to utilise your expert knowledge to deliver an end-to-end deal execution, working closely with Case Managers and Finance Brokers.

Once you are familiar with our products and processes, you will gradually take on more responsibility, taking ownership for different parts of the business lifecycle by growing your own specialist product knowledge base, and building your own professional network.

Whilst this role will not have any direct reports, you will be responsible for coaching and mentoring other members of the team as required, sharing your knowledge and displaying leadership skills.

We value development and career progression and support all our employees to reach their potential. There is real scope for growth within this role. We support our people to develop their skills through coaching, shadowing and the acquisition of requisite professional qualifications where appropriate.

Typical activities will include:

· Building on your already advanced knowledge of the business’s products and services

· Form strong relationships with clients, lenders and the rest of the team

· Handling new enquiries from potential clients and logging them in the correct way on the company CRM system

· Working closely with the brokers in delivering first class customer service to clients

· Speaking directly to clients and lenders to understand their queries, directing them to the most appropriate person (either within or outside of the business) to provide them with the best solution promptly

· Preparing client quotations and finance agreements using bespoke company software

· Shadowing current brokers and observing their work

· Contribute to the business marketing plan, with regular use of social media outlets

· Manging an active pipeline of loan applications through to completion

· Promote a culture of constant improvement and challenge status quo to help drive positive organisational change

What Do We Need from You?

Research (by Harvard University) shows that women are particularly likely to second guess themselves and not apply – so if you are worried you don’t meet all the criteria, get in touch anyway and let us do the worrying…

· Have previous experience in a similar role in the Regulated Mortgages and/or Insurance sector, either as a Case Manager, or Senior Case Manager

· Have a strong desire to learn the business and to quickly develop your skills

· Be driven, keen to develop your skills and actively seek to take on more responsibility

· Be an excellent communicator, both verbal and written

· Adopt a consultative approach, being able to quickly identify and solve problems

· Have a strong awareness of the customer journey

· Maintain exceptional standards of customer service at all times

· Proactive thinker, curious thinker and an organised team player

· Have an exceptional eye for detail

· Have strong numeracy/analytical skills

· Employ good time management and possess the ability to plan and prioritise work in a structured way to tight deadlines

· Be naturally interested in business

· Be an experienced user of Microsoft 365, particularly Word, Excel and Outlook

What’s In It for You

The opportunity to join a thriving fresh dynamic business with people at its heart.

We support and invest in our people to develop and reach their career goals.

We offer a competitive total renumeration package which aims to reward individual and

collective company success.

Competitive base salary in line with experience and market pay rates.

Additional benefits:

· Company Pension Scheme

· Discretionary Bonus Scheme

· 25 Days Holiday excluding Statutory

· Private Health Insurance

· Life Insurance

· Flexible Working Practices

Diversity and inclusion are a priority for us as we continue to support our people and customers and represent the communities we serve. We encourage applications from individuals of all backgrounds, ethnicity, gender identity, sexual orientation, disability, neurodiversity, age, family or parental status, beliefs, nationalities and religions.

Interested in the postion above?