Case Owner Location: Onsite, Preston Salary: 25,070 Hours: Monday-Friday More2Life is part of Key Group and has been a pioneering force in the equity release market since launching in 2008. Operating from our Preston offices, we now help over 1,000 customers every month confidently release cash from their homes, growing year on year to become one of the largest lifetime mortgage lenders in the UK. We have an exciting opportunity for driven, customer-focused Case Owners to join our Servicing & Completions function, ensuring our customers receive exceptional support at a crucial stage in their journey. What is a Case Owner? As a Case Owner, you are the key driver of the mortgage journey post-offer through to completion. You'll work closely with solicitors, valuers, brokers and internal teams to progress cases smoothly, remove delays, and ultimately ensure customers receive their funds as quickly and confidently as possible. You'll be the voice, contact point and problem solver for every case in your pipeline - playing an essential role in helping our customers enjoy a better retirement. Main Responsibilities Manage a full caseload from mortgage offer through to completion, ensuring all requests, queries and updates are handled within agreed service levels. With compliance and accuracy front of mind, check documents, agree timescales and confirm completion dates. Work collaboratively with solicitors, valuers, brokers and customers to keep applications moving. Act with urgency, prioritising phone calls and customer updates to achieve quicker outcomes. Use internal systems to log all communication and documentation accurately. Identify and flag any potential customer vulnerability, escalating to our Vulnerability Champion where appropriate. What We're Looking For Confident telephony experience and comfortable picking up the phone. Target/KPI driven with the ability to work to deadlines. Forward thinking, agile and solutions focused. Strong objection-handling skills and confident decision-making. Excellent communication skills, written and verbal. Skilled in Outlook & Word, with CRM experience preferred. Able to multi-task in a fast-paced environment while maintaining accuracy and attention to detail. Passionate about delivering an outstanding customer experience. Our Values We hire and develop talent who live our APSIRE values: Ambitious - helping our customers unlock a better retirement Supportive - strong relationships sit at the heart of all we do Personal - going above and beyond for every customer Integrity - honest, transparent and principled Responsive - delivering the right outcome, every time Expert - specialist in our field with a constant drive to keep learning Benefits 23 days holiday + bank holidays (rising to 28 with service) Holiday purchase scheme 1 charity day and 1 wellbeing day Development and progression opportunities Generous pension scheme (8% employer, 5% employee) Simply Health cover Life Assurance Apply today and become a key part of More2Life's continued growth.
Dec 06, 2025
Full time
Case Owner Location: Onsite, Preston Salary: 25,070 Hours: Monday-Friday More2Life is part of Key Group and has been a pioneering force in the equity release market since launching in 2008. Operating from our Preston offices, we now help over 1,000 customers every month confidently release cash from their homes, growing year on year to become one of the largest lifetime mortgage lenders in the UK. We have an exciting opportunity for driven, customer-focused Case Owners to join our Servicing & Completions function, ensuring our customers receive exceptional support at a crucial stage in their journey. What is a Case Owner? As a Case Owner, you are the key driver of the mortgage journey post-offer through to completion. You'll work closely with solicitors, valuers, brokers and internal teams to progress cases smoothly, remove delays, and ultimately ensure customers receive their funds as quickly and confidently as possible. You'll be the voice, contact point and problem solver for every case in your pipeline - playing an essential role in helping our customers enjoy a better retirement. Main Responsibilities Manage a full caseload from mortgage offer through to completion, ensuring all requests, queries and updates are handled within agreed service levels. With compliance and accuracy front of mind, check documents, agree timescales and confirm completion dates. Work collaboratively with solicitors, valuers, brokers and customers to keep applications moving. Act with urgency, prioritising phone calls and customer updates to achieve quicker outcomes. Use internal systems to log all communication and documentation accurately. Identify and flag any potential customer vulnerability, escalating to our Vulnerability Champion where appropriate. What We're Looking For Confident telephony experience and comfortable picking up the phone. Target/KPI driven with the ability to work to deadlines. Forward thinking, agile and solutions focused. Strong objection-handling skills and confident decision-making. Excellent communication skills, written and verbal. Skilled in Outlook & Word, with CRM experience preferred. Able to multi-task in a fast-paced environment while maintaining accuracy and attention to detail. Passionate about delivering an outstanding customer experience. Our Values We hire and develop talent who live our APSIRE values: Ambitious - helping our customers unlock a better retirement Supportive - strong relationships sit at the heart of all we do Personal - going above and beyond for every customer Integrity - honest, transparent and principled Responsive - delivering the right outcome, every time Expert - specialist in our field with a constant drive to keep learning Benefits 23 days holiday + bank holidays (rising to 28 with service) Holiday purchase scheme 1 charity day and 1 wellbeing day Development and progression opportunities Generous pension scheme (8% employer, 5% employee) Simply Health cover Life Assurance Apply today and become a key part of More2Life's continued growth.
Key Partnerships is part of Key Group, one of the leading financial services groups for those both in, and approaching their retirement. We offer intermediaries a combination of specialist expertise in the equity release market and access to a whole-of-market service. We are looking for a Business Development Manager to join us, to optimise production from existing introducing partners and to bring in new partners into the proposition. The National BDM will work alongside the Director for Adviser performance and Key Partnerships team to support the retention and growth of existing Key partners, whilst acquiring new relationships. Driving growth by ensuring optimum operational efficiency for both sales and service, by supporting at events and external meetings to drive the referral proposition. This will involve both internal and external stakeholder management, and will also involve supporting with new business pitches, responses to tenders and on-boarding. Key Responsibilities: Relationship Growth & Retention: Develop and nurture existing partner relationships to maximize value, while identifying opportunities for growth through referral partnerships. Operational Collaboration: Partner with the KP team to ensure operational excellence across sales and service functions, delivering efficient processes and outstanding customer outcomes. Business Development Support: Assist in new business initiatives, including pitches, tender responses, onboarding of new partners, and managing day-to-day operational requirements for successful partnerships. Strategic Contribution: Support the development and execution of the corporate growth strategy, embedding company values in all activities. Stakeholder Management: Act as the primary point of contact for partners and internal stakeholders (distribution, operations, finance, change), ensuring effective communication and issue resolution. Continuous Improvement: Drive operational enhancements to optimize partner performance and deliver measurable results. Market Intelligence: Provide insights and feedback to senior management to inform product development and distribution strategies. Governance & Reporting: Lead actions agreed at governance meetings, oversee partner-related processes, and maintain accurate management information for stakeholders. Compliance & Delivery: Ensure all onboarding and operational activities are scoped, implemented, and delivered to the highest standard. Skills and behaviours we look for: Proven track record of delivering of sales targets. Organised and focused with the ability to multitask effectively. Analytical using data to identify trends and drive actions. Proactive, self-starter. Highly motivated and adaptable to the needs of the business Enthusiastic with a passion to succeed within a growing company. Personal drive but with empathy to work successfully within a team environment. Solid Communication Skills Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 25 days holiday, plus bank holidays. Rising to 28 based on length of service. Additional holiday purchase scheme 1 charity day Tier 1 pension (5% Employee, 8% Employer) Axa Exec Healthcare or Simply Health cashback plan Life Assurance Plus many many more!
Dec 04, 2025
Full time
Key Partnerships is part of Key Group, one of the leading financial services groups for those both in, and approaching their retirement. We offer intermediaries a combination of specialist expertise in the equity release market and access to a whole-of-market service. We are looking for a Business Development Manager to join us, to optimise production from existing introducing partners and to bring in new partners into the proposition. The National BDM will work alongside the Director for Adviser performance and Key Partnerships team to support the retention and growth of existing Key partners, whilst acquiring new relationships. Driving growth by ensuring optimum operational efficiency for both sales and service, by supporting at events and external meetings to drive the referral proposition. This will involve both internal and external stakeholder management, and will also involve supporting with new business pitches, responses to tenders and on-boarding. Key Responsibilities: Relationship Growth & Retention: Develop and nurture existing partner relationships to maximize value, while identifying opportunities for growth through referral partnerships. Operational Collaboration: Partner with the KP team to ensure operational excellence across sales and service functions, delivering efficient processes and outstanding customer outcomes. Business Development Support: Assist in new business initiatives, including pitches, tender responses, onboarding of new partners, and managing day-to-day operational requirements for successful partnerships. Strategic Contribution: Support the development and execution of the corporate growth strategy, embedding company values in all activities. Stakeholder Management: Act as the primary point of contact for partners and internal stakeholders (distribution, operations, finance, change), ensuring effective communication and issue resolution. Continuous Improvement: Drive operational enhancements to optimize partner performance and deliver measurable results. Market Intelligence: Provide insights and feedback to senior management to inform product development and distribution strategies. Governance & Reporting: Lead actions agreed at governance meetings, oversee partner-related processes, and maintain accurate management information for stakeholders. Compliance & Delivery: Ensure all onboarding and operational activities are scoped, implemented, and delivered to the highest standard. Skills and behaviours we look for: Proven track record of delivering of sales targets. Organised and focused with the ability to multitask effectively. Analytical using data to identify trends and drive actions. Proactive, self-starter. Highly motivated and adaptable to the needs of the business Enthusiastic with a passion to succeed within a growing company. Personal drive but with empathy to work successfully within a team environment. Solid Communication Skills Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 25 days holiday, plus bank holidays. Rising to 28 based on length of service. Additional holiday purchase scheme 1 charity day Tier 1 pension (5% Employee, 8% Employer) Axa Exec Healthcare or Simply Health cashback plan Life Assurance Plus many many more!
Key Partnerships is part of Key Group, one of the leading financial services groups for those both in and approaching retirement. We offer intermediaries a combination of specialist expertise in the equity release market and access to a whole-of-market service. We have an exciting opportunity to join the team as a Direct Channel Marketing Manager. This role sits within the Direct Channel marketing team where you will translate business objectives and brand strategies into effective email and direct marketing campaigns. This is a stand-alone role, and you'll work closely with key stakeholders and team members to understand campaign objectives and inform campaign structure and customer journeys. The crux of the role is to deliver marketing campaigns to achieve monthly volume targets, integrating activity with our outbound customer team. The successful candidate will manage day-to-day production of campaign assets and the setup of email campaigns in our delivery systems (DotDigital and MSD365), and will have experience in managing a variety of email and direct mail marketing campaigns from inception to completion, including idea generation, process management, and post-campaign evaluation. They will also have a proven ability to use marketing campaigns to generate leads, increase engagement, and grow customer lifetime value across both prospect and existing customer audiences. If you're a creative problem-solver and a confident decision-maker, proactive and flexible, with the ability to effectively prioritise workload then this is the role for you! Main Responsibilities Plan, design, and execute automated lead-nurturing and trigger-based email, SMS, and direct mail campaigns. Use analysis and performance measurement to ensure targets are met, making informed decisions about continuing or optimising campaign activity. Develop and optimise landing pages to support campaigns. Create test-and-learn plans to continuously refine and improve campaign effectiveness. Drive data segmentation and list selection; monitor email deliverability and recommend improvements to contact rates and communication strategies. Identify content and messaging that resonate with our target audiences and execute tactics that generate high-quality leads. Develop nurturing campaigns to maintain top-of-mind presence with prospects and leads throughout the sales process. Ensure all marketing campaigns are delivered on time and within budget. Manage asset approval with key stakeholders and compliance teams. Analyse performance using available tools and in partnership with the marketing effectiveness team, making recommendations based on findings. Analyse enquirer contact data to build propensity-based segments, enabling more targeted and relevant campaigns. Create a suite of reporting tools to share email effectiveness insights with the wider team. Skills and Experience Confident using CRM and email marketing platforms; experience with Microsoft Dynamics and DotDigital (or similar) is advantageous. Good working knowledge of HTML to support email template development. Ability to work to organisational deadlines and KPIs. Results-driven, ensuring marketing campaigns deliver against strategic and commercial goals. Strong analytical skills with a data-driven approach to measuring ROI and applying learning. Highly organised, methodical, and process-driven, with a continuous improvement mindset, with exceptional attention to detail. Excellent organisational, interpersonal, and communication skills. Highly numerate, with confidence in working with conversion metrics, sales data, audience insights, and budget management. Dedicated and willing to go the extra mile to support team objectives. 25 days holiday plus bank holidays Holiday buy scheme 5% mployee and 8% employer pension contribution AXA Exec (self) Healthcare Life Assurance Plus much much more!
Dec 02, 2025
Full time
Key Partnerships is part of Key Group, one of the leading financial services groups for those both in and approaching retirement. We offer intermediaries a combination of specialist expertise in the equity release market and access to a whole-of-market service. We have an exciting opportunity to join the team as a Direct Channel Marketing Manager. This role sits within the Direct Channel marketing team where you will translate business objectives and brand strategies into effective email and direct marketing campaigns. This is a stand-alone role, and you'll work closely with key stakeholders and team members to understand campaign objectives and inform campaign structure and customer journeys. The crux of the role is to deliver marketing campaigns to achieve monthly volume targets, integrating activity with our outbound customer team. The successful candidate will manage day-to-day production of campaign assets and the setup of email campaigns in our delivery systems (DotDigital and MSD365), and will have experience in managing a variety of email and direct mail marketing campaigns from inception to completion, including idea generation, process management, and post-campaign evaluation. They will also have a proven ability to use marketing campaigns to generate leads, increase engagement, and grow customer lifetime value across both prospect and existing customer audiences. If you're a creative problem-solver and a confident decision-maker, proactive and flexible, with the ability to effectively prioritise workload then this is the role for you! Main Responsibilities Plan, design, and execute automated lead-nurturing and trigger-based email, SMS, and direct mail campaigns. Use analysis and performance measurement to ensure targets are met, making informed decisions about continuing or optimising campaign activity. Develop and optimise landing pages to support campaigns. Create test-and-learn plans to continuously refine and improve campaign effectiveness. Drive data segmentation and list selection; monitor email deliverability and recommend improvements to contact rates and communication strategies. Identify content and messaging that resonate with our target audiences and execute tactics that generate high-quality leads. Develop nurturing campaigns to maintain top-of-mind presence with prospects and leads throughout the sales process. Ensure all marketing campaigns are delivered on time and within budget. Manage asset approval with key stakeholders and compliance teams. Analyse performance using available tools and in partnership with the marketing effectiveness team, making recommendations based on findings. Analyse enquirer contact data to build propensity-based segments, enabling more targeted and relevant campaigns. Create a suite of reporting tools to share email effectiveness insights with the wider team. Skills and Experience Confident using CRM and email marketing platforms; experience with Microsoft Dynamics and DotDigital (or similar) is advantageous. Good working knowledge of HTML to support email template development. Ability to work to organisational deadlines and KPIs. Results-driven, ensuring marketing campaigns deliver against strategic and commercial goals. Strong analytical skills with a data-driven approach to measuring ROI and applying learning. Highly organised, methodical, and process-driven, with a continuous improvement mindset, with exceptional attention to detail. Excellent organisational, interpersonal, and communication skills. Highly numerate, with confidence in working with conversion metrics, sales data, audience insights, and budget management. Dedicated and willing to go the extra mile to support team objectives. 25 days holiday plus bank holidays Holiday buy scheme 5% mployee and 8% employer pension contribution AXA Exec (self) Healthcare Life Assurance Plus much much more!
