Case Manager

Financial Services

(Opportunity to complete Financial qualifications with exciting development and progression).

This is a fantastic opportunity for a professional career with exciting progression and an opportunity to be put through financial qualifications for people who want to develop further in their career.

We are seeking experienced Financial Case Managers with a good understanding of the lending market and application process in general.

You will have good experience and knowledge of proof of income, financial statements and affordability with sensitive customer documents.

What’s on offer?


  • Monday – Friday hours (with some flexibility)
  • Uncapped monthly bonus (Productivity Bonus)
  • Good progression opportunities – Professional / Financial Qualifications
  • Working for one of the best Finance Brokers in the UK
  • Staff Parking
  • Pension and Healthcare
  • One of the best working environments/team culture / excellent offices

Key Requirements


  • Good Understanding of the financial services industry
  • Proven experience in managing caseload and processing applications quickly and effectively
  • Experience in dealing with customer / sensitive documents and proof of income (Bank statements, Wage Slips, Tax Returns)
  • Meeting and exceeding targets and deadlines
  • Willing to learn new process
  • Proven work ethic
  • Ability to work with a range of products
  • Used to a busy/ fast paced environment

If this sounds like you or you would like to discuss the role in more detail, apply below or call me on – 01612499717


£20,000 - £22,000 Basic + Uncapped Bonus with a £28,000 yearly OTE



Your Consultant

Rob Brooks

Rob Brooks



Speak to Rob


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At Consegna, we work hard to find the right fit for a role, promising to never settle for the easy option. Speak to one of our team today to see how we can help you.