Client case manager Work, Jobs in Havant, Ham (with Salaries)

Client Case Manager
Eight Financial Advice —Whiteley
- £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
9d
FEMALE* ARMED FORCES ADVOCATE (Royal Air Force)
Aurora New Dawn —Portsmouth
- £12.71 an hour
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Travel
- Sick pay
Quick apply
9d
Transport and Compliance Administrator
Stagetruck Ltd —Winchester
- £30,000 - £40,000 a year
- Full-time
- In-person
- Communication skills
Quick apply
1d
Administrator
Enerveo —Fareham
- £25,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Administrative experience
Outpatient Capacity Coordinator
Spire Healthcare —Southampton
- Full-time
- Communication skills
- Free parking
- Annual leave
Operational Account Manager SME
Toyota Financial Services, KINTO and KINTO JOIN —Portsmouth
- Full-time
- Hybrid work
- Computer literacy
- English
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
Insurance Advisor
Howden Group Holdings —Winchester
- Full-time
- Hybrid work
- Employee discount
Clinic Manager & Senior MSK Physiotherapist
Bodyset —Chichester
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Design Manager
Kier Group —Portsmouth
- Full-time
- Travel
- Communication skills
HR & Recruitment Advisor
Proaction HR —Winchester
- £16,500 - £38,000 a year
- Part-time
- Management
- Business development
- Human resources
Business Development Specialist FTC
Spire Healthcare —Southampton
- Weekend availability
- Hospital
- Microsoft Office
- Communication skills
- Annual leave
Operations Administrator
Aqua Cooling —Chandlers Ford
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Gym membership
- Referral programme
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Legal Practice Support
DC Employment Solicitors —Southampton
- Part-time
- Hybrid work
- Administrative experience
- IT
- Typing
Quick apply
11d
Specialist Biomedical Scientist FTC
Spire Healthcare —Southampton
- Full-time
- Communication skills
- Annual leave
Graduate Construction Project Manager - Southampton or Basingstoke
AECOM —Southampton
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Project management
Female Support Workers
ILS Case Management —Fareham
- £15.50 - £16.50 an hour
- Part-time
- Medication administration
- No experience needed
- Free parking
- Annual leave
Senior Project Manager
CBRE —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Commercial Account Executive
Howden Group Holdings —Southampton
- Full-time
- Hybrid work
- Employee discount
Senior Occupational Therapist
Hampshire and Isle of Wight Healthcare NHS Foundation Trust —Upper Meon Valley
- £39,959 - £48,117 a year
- Full-time
- Nursing home
- Public speaking
- Presentation skills

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client case manager jobs near havant, ham

Client Case Manager

Eight Financial Advice -
Whiteley

Quick apply

Job details

Full-time
£40,000 a year
9 days ago

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

Organisational skills
Communication skills

Full job description

Client Case Manager

Eight Financial Advice - Whiteley

We are looking for a Client Case Manager to own the preparation, accuracy, and readiness of client advice following adviser meetings, ensuring all required information, analysis, and documentation is complete to enable efficient progression through the advice process.

Attend client meetings alongside Advisers where required, or review detailed meeting notes, to accurately interpret client objectives, financial position, and advice requirements, ensuring all necessary information is captured and validated.
Act as the first line of quality control within the advice process, identifying and resolving any information gaps, inconsistencies, or risks before cases progress further.
Prepare and create high quality suitability reports for new business, fund switches, and all client advice outcomes, ensuring alignment with regulatory and internal standards.
Create and maintain accurate and complete client records across systems (including iBusiness, Salesforce, the Confidential Financial Review, illustrations and Monday.com), ensuring consistency between advice and client data.
Produce illustrations, run calculations, and gather technical information required to support robust and suitable advice recommendations.
Prepare and submit pre-sale and triage cases, ensuring all documentation and supporting information is complete, accurate, and clearly presented to enable efficient approval.
Own and manage case progression, working collaboratively with Advisers, Client Executives, Paraplanners, and external providers to resolve queries, maintain momentum, and meet agreed timelines.

Requirements

Strong understanding of the financial advice process, with previous paraplanning or technical experience preferred
Experience in writing suitability reports and supporting regulated advice
High attention to detail with strong organisational and prioritisation skills
Ability to manage multiple cases and deadlines in a fast paced environment
Strong communication skills, with the ability to work effectively across Advisers, clients, and third parties
Confidence in using systems such as Salesforce, iBusiness, and financial planning tools
Commercial awareness and ability to balance client experience with operational efficiency

Benefits

Hybrid working: 3 days in the office, 2 days wherever you work best
Performance bonus + Company-wide bonus (when Eight hits targets)
28 days' holiday + bank holidays + your birthday off
Private medical insurance & life assurance (4x salary)
Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
Free mortgage and pension advice from our in-house experts
Volunteering time: 8 paid hours annually via The Eight Foundation
Regular socials & epic events

Quick apply

Refine Your Search

client case manager jobs in havant, ham

Client Case Manager

FEMALE* ARMED FORCES ADVOCATE (Royal Air Force)

Transport and Compliance Administrator

Administrator

Outpatient Capacity Coordinator

Operational Account Manager SME

Insurance Advisor

Clinic Manager & Senior MSK Physiotherapist

Senior Design Manager

HR & Recruitment Advisor

Business Development Specialist FTC

Operations Administrator

Paraplanner

Legal Practice Support

Specialist Biomedical Scientist FTC

Graduate Construction Project Manager - Southampton or Basingstoke

Female Support Workers

Senior Project Manager

Commercial Account Executive

Senior Occupational Therapist

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