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Money and Me Solicitors is a niche law firm specialising in pursuing claims of pension and investment mis-selling. Claims for compensation are generally made to statutory bodies such as the Financial Services Compensation Scheme (FSCS) and the Financial Ombudsman Service (FOS). As Case Manager, you will administer claims from the point the client engages our services, up to and including the receipt of damages we win for our client. This process can take many months, even years. Therefore, it is crucial that the Case Manager has the ability to enquire and persuade to reduce the time it takes for our clients to win the financial justice they deserve. Responsibilities A Case Manager’s primary role is to ensure effective communication between Money and Me Solicitors’ clients, the statutory bodies and third parties involved in the claim. The role should be carried out in an accurate, timely and efficient manner while building effective relationships not only with clients but also with relevant staff, with whom you will liaise regularly. Additionally, the role will involve some further general administrative tasks to be carried out as and when directed by the Office Manager. Key Accountabilities • To build effective relationships with clients, liaising with them throughout the process, to ensure they are kept up to date with the progress of the claim • To build effective relationships with introducers of claims, liaising with them as and when required, in order to ensure they feel part of the team • To build effective relationships with Case Handlers at the FSCS, FOS and third party providers • Maintain and update the Company’s CRM system, ‘Hub Solv’, when it is appropriate to do so • Answer and deal with telephone, email and social media enquiries, as and when appropriate • Any other administrative tasks, as set down by the Office Manager Skills, Experience and Qualifications • A good understanding of Word, Excel and Outlook are essential • Educated to degree standard is desirable, but not essential • Experience working with clients either face-to-face and/or over the phone • Existing experience in claims handling is desirable but not essential • An excellent standard of numeracy and literacy • Excellent communication skills are essential, both written and oral, in order to engage with other staff, introducers, especially customers and third parties • An energetic and enthusiastic approach to problem solving • Ability to demonstrate a level of initiative, common sense and a ‘can do’ attitude • Ability to be flexible and adaptable to new ideas and concepts • To be accurate and punctual at all times • Ability to work independently • Ability to persuade and influence Salary Anticipated salary is between £26,000 and £30,000, depending on previous experience and ability.

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