Customer Service Manager (Resi Conveyancing/Legal exp needed)

Posted 27 April 2023
Salary£45000 - £55000 per annum
Job type Permanent
DisciplineFinance, Head Office & Business Support
Contact NameAnna Rickenberg

Job description

Are you a Residential Paralegal looking for something new and challenging?

I am working with a client on a Customer Service Manager position where you will be working for a regulated equity release company who own and manage several properties. Their customers have sold all or part of the interest in their homes in exchange for a cash lump and rights to reside in the property for the remainder of their natural lives. When property becomes vacant, it is sold to third parties.

The position would involve:

  • Deal with incoming customer queries from elderly and bereaved customers
  • Liaising with and overseeing external legal advisors
  • Ensuring the company takes possession of property as soon as possible after reversion.
  • Using IT systems to update progression reports and maintain good record keeping.
  • Ensure smooth handover to surveyor to manage disposal.
  • Manage portfolio data
  • Regular meetings to update Directors on company matters.
  • To maintain and adhere to company policies in respect of Health & Safety, Data Protection, Anti-money laundering and any relevant external regulatory bodies.
  • Issue annual plan statements to customers and any other required information.
  • Provide holiday/absence cover for other members of staff within the company and assume responsibility for their duties.

The ideal candidate will have:

  • Come from the Financial Services sector and / or have legal experience in residential property matters.
  • Self-motivated, literate and numerate individual with a committed attitude towards providing excellent customer service.
  • Ability to deal sensitively with elderly and bereaved customers.
  • Ability to understand and explain in simple terms legal documents including equity release plans, title plans and trust deeds.
  • Ability to deal with customers with mental capacity issues including powers of attorney and deputy orders.
  • Pragmatic approach to minimise legal fees and achieve goals.
  • Ability to work collaboratively in a small team.
  • Microsoft office skills.

This position is based near Liverpool Street and could be part-time or full time for the right candidate and it will pay up to £50,000 ish per annum (pro rata if part time).

If you are interested in hearing more about this position, please contact Anna Rickenberg on 0203 056 1211 or email her at

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