Trainee Legal Case Manager

A comprehensive 8-week journey that will equip you with the essential knowledge, skills, and hands-on experience required to manage your own Remortgage cases effectively from start to finish and provide exceptional client experience.

Here's what you can expect:

In-depth, interactive training sessions covering the legal knowledge, systems and processes essential to be a successful Remortgage Case Manager

Development of skills including customer service, communication, and time management, aimed at delivering exceptional service to our clients and partners

Ongoing mentorship, constructive feedback, and support as you engage with live files and build your case load

After the 8-week training programme, you will join one of our Remortgage Teams where you will continue to build your own caseload. You will liaise with clients, brokers and lenders, helping to ensure that everything is in place to complete a remortgage transaction.

Day-to-day duties will include:-

Accurately inputting data onto a case management system.

Logging and actioning mail and other documents.

Liaising with lenders, mortgage brokers, solicitors and other third parties.

Dealing with case enquiries by telephone and email.

Ensuring detailed telephone notes are maintained throughout the transaction.

Working from a task list; following up prompts and actioning accordingly.

Checking and assessing legal information and documents in line with agreed processes.

Obtaining redemption statements and carrying out pre-completion searches

Assisting with carrying out completions

Dealing with post-completion queries.

This is a permanent, full-time position, working Monday to Friday, 8.30am–5.00pm.

You will be required to work from our Stockport or Leeds office 5 days a week for your first 6 months while you complete your training and build your experience. Following successful completion of your probationary period, you'll move to hybrid working, with a minimum of 2 days per week in the office.

We have training cohorts planned for November 2026 and January 2027 , and we'll ask you to let us know your preferred start date as part of the application process.

You don't need previous legal experience. We're looking for people who can demonstrate:

A willingness to learn and develop new skills

Strong organisation skills and the ability to prioritise competing tasks

Good attention to detail and accuracy

Clear and confident written and verbal communication

A customer-focused approach

Confidence using standard office software and the ability to learn new systems

The ability to work effectively in a busy, target-driven environment

Previous office or customer service experience would be useful, but it's not essential.