Job Title: Case Manager Location: Pinner Brand: Mortgage Scout Salary : OTE of up to £29,000.00 per annum Hours : Monday to Thursday 9am - 6pm, Friday 9am - 5:30pm About Mortgage Scout : We are Mortgage Scout. As the name suggests, we're experts at seeking out the best way to buy the home of your dreams. We've been matching buyers with money saving mortgages since 2003. Combining attention to detail with industry knowledge, we'll track down the mortgage deal that works for you. Finding innovative ways to make mortgages simple has served us well, with glowing reviews, client referrals and repeat business growing our business everyday. We're now one of the most trusted Mortgage Brokers across London and the UK, and we're proud to be award-winners too. Job Summary and key responsibilities We are seeking a proactive and highly organized individual to join our team as an Mortgage Administrator - Case Handler. In this role, you will provide comprehensive administrative support to our high-performing Mortgage Advisors, ensuring smooth operations and exceptional service delivery. You will be responsible for managing calendars, scheduling appointments, and coordinating meetings, all while maintaining a professional and courteous demeanour. Effective communication skills are paramount as you will be liaising with mortgage lenders, clients, and various departments within the business. This position offers an exciting opportunity to contribute to our team's success and play a pivotal role in helping clients achieve their homeownership goals. Key Responsibilities: Provide comprehensive administrative support to our high-performing Mortgage Advisors, ensuring smooth operations and exceptional service delivery. You will be responsible for: managing calendars, scheduling appointments, and coordinating meetings What are we looking for: Effective communication skills are paramount as you will be liaising with mortgage lenders, clients, and various departments within the business. Customer service skills. Good organisation. Attention to detail. Professional and courteous demeanour. What we can offer you: Proven track record for career growth and advancement within the company Market leading training and ongoing professional development Access to a diverse portfolio of properties Supportive and collaborative team environment Benefits: Competitive Salary Package Quarterly and yearly awards including trips abroad Salary sacrifice pension scheme Generous holiday allowance, increasing by 1 day per year based on service up to an additional 5 days holiday per year Leaders Romans Group are an equal opportunities employer and encourage candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team who shares our commitment to excellence in the Real Estate Industry. Leaders Romans Group does not engage the services of Recruitment agencies for the purpose of hiring. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVs or candidate referral from Recruitment agencies, and any such submissions will not be considered.
Oct 10, 2025
Full time
Job Title: Case Manager Location: Pinner Brand: Mortgage Scout Salary : OTE of up to £29,000.00 per annum Hours : Monday to Thursday 9am - 6pm, Friday 9am - 5:30pm About Mortgage Scout : We are Mortgage Scout. As the name suggests, we're experts at seeking out the best way to buy the home of your dreams. We've been matching buyers with money saving mortgages since 2003. Combining attention to detail with industry knowledge, we'll track down the mortgage deal that works for you. Finding innovative ways to make mortgages simple has served us well, with glowing reviews, client referrals and repeat business growing our business everyday. We're now one of the most trusted Mortgage Brokers across London and the UK, and we're proud to be award-winners too. Job Summary and key responsibilities We are seeking a proactive and highly organized individual to join our team as an Mortgage Administrator - Case Handler. In this role, you will provide comprehensive administrative support to our high-performing Mortgage Advisors, ensuring smooth operations and exceptional service delivery. You will be responsible for managing calendars, scheduling appointments, and coordinating meetings, all while maintaining a professional and courteous demeanour. Effective communication skills are paramount as you will be liaising with mortgage lenders, clients, and various departments within the business. This position offers an exciting opportunity to contribute to our team's success and play a pivotal role in helping clients achieve their homeownership goals. Key Responsibilities: Provide comprehensive administrative support to our high-performing Mortgage Advisors, ensuring smooth operations and exceptional service delivery. You will be responsible for: managing calendars, scheduling appointments, and coordinating meetings What are we looking for: Effective communication skills are paramount as you will be liaising with mortgage lenders, clients, and various departments within the business. Customer service skills. Good organisation. Attention to detail. Professional and courteous demeanour. What we can offer you: Proven track record for career growth and advancement within the company Market leading training and ongoing professional development Access to a diverse portfolio of properties Supportive and collaborative team environment Benefits: Competitive Salary Package Quarterly and yearly awards including trips abroad Salary sacrifice pension scheme Generous holiday allowance, increasing by 1 day per year based on service up to an additional 5 days holiday per year Leaders Romans Group are an equal opportunities employer and encourage candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team who shares our commitment to excellence in the Real Estate Industry. Leaders Romans Group does not engage the services of Recruitment agencies for the purpose of hiring. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVs or candidate referral from Recruitment agencies, and any such submissions will not be considered.
Job Title: Senior Client Accounts Assistant Location: Becket House, Worthing Brand: LRG Salary : £29,000 OTE About Us: LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development programmes at all levels. With over 300 branches across England and Wales we have a reputation for perfection and delivering an outstanding customer experience. Investment in people is built into our culture, and there are opportunities for driven individuals to achieve their career aspirations within the company. Job Summary and key responsibilities We have an exciting opportunity within the LRG Client Accounts team for a self-motivated individual to take on a role as Senior Client Accounts Assistant in our new Landlord Support Team. Focussing on the customer journey from a client monies perspective, ensuring excellent customer service, and exceeding expectations, we are looking for a full-time member of staff, with knowledge of the current LRG Landlord customer journey and accounting processes. Key Responsibilities: Lead by example to deliver improvements to our Landlord Client Money journey Encourage a high performance culture, with a focus on understanding and delivering on Landlord needs and expectations from a client accounts perspective. Promote excellent customer service to be at the core of all client transactions and interactions. Build and maintain excellent relationships with Senior PM/Branch staff, and with Landlord Clients. Drive collaboration with Client Accounts colleagues, and the wider business, to identify further improvement opportunities to Landlord's money movement experience Working with the Acquisition team to facilitate a smooth transition of landlords into the business from both acquisitions and management takeovers. Act as a first point of escalation for any accounts needing additional support, taking responsibility for investigating and resolving complaints relating to Client Accounts issues. Provide upskilling and support to improve the team's knowledge and the service they provide; Complete regular 1-2-1's with direct reports, providing feedback on performance, supporting growth and promoting development. Identify areas of improvement through regular quality auditing and coaching. Encourage regular communication within the team to drive a best practice culture. Provide feedback to the Landlord Support Manager on improvement opportunities within the Client Accounts journey for Landlords. Offer support for more complex accounting queries from colleagues in Branches, relating to; Client Money Movement/Protection Compliance and audits Tax regulations Non-resident Landlord processes What are we looking for: Essential Passion for Customer Service / Client Accounts Experience An ownership driven approach to problem solving Excellent telephone manner and written vocabulary Desirable Accounts, Tax and/or finance experience Experience of Lettings industry, PropCo, Reapit, and other Lettings systems Excel skills What we can offer you: Proven track record for career growth and advancement within the company Market leading training and ongoing professional development Supportive and collaborative team environment Benefits: Competitive base salary Quarterly and yearly awards Salary sacrifice pension scheme Generous Holiday allowance, increasing by 1 day per year based on service with the option to purchase an additional 5 days holiday per year LRG are an equal opportunities employer and encourage candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team who shares our commitment to excellence in the Real Estate Industry. LRG d oes not engage the services of Recruitment agencies for the purpose of hiring. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVs or candidate referral from Recruitment agencies, and any such submissions will not be considered.
Oct 08, 2025
Full time
Job Title: Senior Client Accounts Assistant Location: Becket House, Worthing Brand: LRG Salary : £29,000 OTE About Us: LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development programmes at all levels. With over 300 branches across England and Wales we have a reputation for perfection and delivering an outstanding customer experience. Investment in people is built into our culture, and there are opportunities for driven individuals to achieve their career aspirations within the company. Job Summary and key responsibilities We have an exciting opportunity within the LRG Client Accounts team for a self-motivated individual to take on a role as Senior Client Accounts Assistant in our new Landlord Support Team. Focussing on the customer journey from a client monies perspective, ensuring excellent customer service, and exceeding expectations, we are looking for a full-time member of staff, with knowledge of the current LRG Landlord customer journey and accounting processes. Key Responsibilities: Lead by example to deliver improvements to our Landlord Client Money journey Encourage a high performance culture, with a focus on understanding and delivering on Landlord needs and expectations from a client accounts perspective. Promote excellent customer service to be at the core of all client transactions and interactions. Build and maintain excellent relationships with Senior PM/Branch staff, and with Landlord Clients. Drive collaboration with Client Accounts colleagues, and the wider business, to identify further improvement opportunities to Landlord's money movement experience Working with the Acquisition team to facilitate a smooth transition of landlords into the business from both acquisitions and management takeovers. Act as a first point of escalation for any accounts needing additional support, taking responsibility for investigating and resolving complaints relating to Client Accounts issues. Provide upskilling and support to improve the team's knowledge and the service they provide; Complete regular 1-2-1's with direct reports, providing feedback on performance, supporting growth and promoting development. Identify areas of improvement through regular quality auditing and coaching. Encourage regular communication within the team to drive a best practice culture. Provide feedback to the Landlord Support Manager on improvement opportunities within the Client Accounts journey for Landlords. Offer support for more complex accounting queries from colleagues in Branches, relating to; Client Money Movement/Protection Compliance and audits Tax regulations Non-resident Landlord processes What are we looking for: Essential Passion for Customer Service / Client Accounts Experience An ownership driven approach to problem solving Excellent telephone manner and written vocabulary Desirable Accounts, Tax and/or finance experience Experience of Lettings industry, PropCo, Reapit, and other Lettings systems Excel skills What we can offer you: Proven track record for career growth and advancement within the company Market leading training and ongoing professional development Supportive and collaborative team environment Benefits: Competitive base salary Quarterly and yearly awards Salary sacrifice pension scheme Generous Holiday allowance, increasing by 1 day per year based on service with the option to purchase an additional 5 days holiday per year LRG are an equal opportunities employer and encourage candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team who shares our commitment to excellence in the Real Estate Industry. LRG d oes not engage the services of Recruitment agencies for the purpose of hiring. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVs or candidate referral from Recruitment agencies, and any such submissions will not be considered.
Job Title: Banking Operations Manager Location: The Meadows Brand: LRG Salary : £35,000 Hours: Monday to Friday 9am to 5:30pm About Us: LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development programmes at all levels. With over 300 branches across England and Wales we have a reputation for perfection and delivering an outstanding customer experience. Investment in people is built into our culture, and there are opportunities for driven individuals to achieve their career aspirations within the company. Job Summary and key responsibilities Key Responsibilities: Cash Flow Oversight Prepare and maintain weekly and monthly cash flow forecasts. Track incoming and outgoing payments to ensure sufficient liquidity across accounts. Coordinate with internal teams to align payment schedules and cash requirements. Banking and Covenant Monitoring Monitor financial covenants related to banking agreements and provide timely reporting. Assist the Banking Partners with the preparation of compliance documents and routine communications with banks. Maintain accurate records of loan agreements, drawdowns, and repayments. Oversight and understanding of bank account sweeps Banking Operations Manage day-to-day banking tasks including payments, transfers, and account reconciliations, via the Bank Admin Assistant and Client Accounts Assistant (Bank Rec) Responsibility and maintenance of banking systems (G Treasury/BACS/PT-X/Autopay) including identifying and delivering training requirements. Ensure user guides are clear and available for the cash and banking systems Ensure all bank signatories and users adhere to payment policies and procedures Process Improvement & Support Assist in identifying opportunities for improving cash management efficiency. Provide ad hoc reports and support to the finance team during month-end and audit cycles. Ensure a consistent, high-quality service for clients and colleagues Line Management Line Management of the Bank Admin Assistant and Client Accounts Assistant (Bank Rec) Motivate and support team career development Manage team objectives and drive excellence within a fast-paced environment What are we looking for: Essential: Experience in banking management Experience in managing cashflow Exceptional communication skills. Excel skills Strong time management skills Good problem-solving abilities Desirable: System knowledge i.e. Lettings/banking systems History of working in regulated banking or financial services environment History of using treasury management systems Knowledge of Client Money Protection (CMP) Scheme What we can offer you: Proven track record for career growth and advancement within the company Market leading training and ongoing professional development Supportive and collaborative team environment Benefits: Competitive base salary Quarterly and yearly awards Salary sacrifice pension scheme Generous Holiday allowance, increasing by 1 day per year based on service with the option to purchase an additional 5 days holiday per year LRG are an equal opportunities employer and encourage candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team who shares our commitment to excellence in the Real Estate Industry. LRG d oes not engage the services of Recruitment agencies for the purpose of hiring. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVs or candidate referral from Recruitment agencies, and any such submissions will not be considered.
Oct 01, 2025
Full time
Job Title: Banking Operations Manager Location: The Meadows Brand: LRG Salary : £35,000 Hours: Monday to Friday 9am to 5:30pm About Us: LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development programmes at all levels. With over 300 branches across England and Wales we have a reputation for perfection and delivering an outstanding customer experience. Investment in people is built into our culture, and there are opportunities for driven individuals to achieve their career aspirations within the company. Job Summary and key responsibilities Key Responsibilities: Cash Flow Oversight Prepare and maintain weekly and monthly cash flow forecasts. Track incoming and outgoing payments to ensure sufficient liquidity across accounts. Coordinate with internal teams to align payment schedules and cash requirements. Banking and Covenant Monitoring Monitor financial covenants related to banking agreements and provide timely reporting. Assist the Banking Partners with the preparation of compliance documents and routine communications with banks. Maintain accurate records of loan agreements, drawdowns, and repayments. Oversight and understanding of bank account sweeps Banking Operations Manage day-to-day banking tasks including payments, transfers, and account reconciliations, via the Bank Admin Assistant and Client Accounts Assistant (Bank Rec) Responsibility and maintenance of banking systems (G Treasury/BACS/PT-X/Autopay) including identifying and delivering training requirements. Ensure user guides are clear and available for the cash and banking systems Ensure all bank signatories and users adhere to payment policies and procedures Process Improvement & Support Assist in identifying opportunities for improving cash management efficiency. Provide ad hoc reports and support to the finance team during month-end and audit cycles. Ensure a consistent, high-quality service for clients and colleagues Line Management Line Management of the Bank Admin Assistant and Client Accounts Assistant (Bank Rec) Motivate and support team career development Manage team objectives and drive excellence within a fast-paced environment What are we looking for: Essential: Experience in banking management Experience in managing cashflow Exceptional communication skills. Excel skills Strong time management skills Good problem-solving abilities Desirable: System knowledge i.e. Lettings/banking systems History of working in regulated banking or financial services environment History of using treasury management systems Knowledge of Client Money Protection (CMP) Scheme What we can offer you: Proven track record for career growth and advancement within the company Market leading training and ongoing professional development Supportive and collaborative team environment Benefits: Competitive base salary Quarterly and yearly awards Salary sacrifice pension scheme Generous Holiday allowance, increasing by 1 day per year based on service with the option to purchase an additional 5 days holiday per year LRG are an equal opportunities employer and encourage candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team who shares our commitment to excellence in the Real Estate Industry. LRG d oes not engage the services of Recruitment agencies for the purpose of hiring. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVs or candidate referral from Recruitment agencies, and any such submissions will not be considered.
