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

Client Case Manager
Eight Financial Advice —Whiteley
- £40,000 a year
- Full-time
- Hybrid work
- Quality control
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
HR Compliance Co-Ordinator
Ramboll —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Employee Relations Advisor
Portsmouth City Council —Portsmouth
- £39,151 - £42,838 a year
- Hybrid work
- Customer service
- Conflict management
- Human resources
11d
Scheduler
BRC Jobs —Southampton
- Full-time
- Microsoft Word
- Team management
- Communication skills
Quick apply
Capture Manager
Leidos —Whiteley
- £75,800 - £99,800 a year
- Full-time
- Hybrid work
- Business development
- Leadership
- Communication skills
- Annual leave
- Work from home
Digital Marketing Executive
Recognition Design & Marketing Limited —Lymington
- £28,500 - £32,500 a year
- Part-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- Free parking
- Work from home
Quick apply
Administrator
Enerveo —Fareham
- £25,000 a year
- Hybrid work
- Microsoft Office
- Administrative experience
- Data entry
3d
Temporary Care coordinator
Impressions Care Solutions ltd —Southampton
- £13 - £15 an hour
- Temporary
- Computer literacy
- Microsoft Office
- Case management
Quick apply
9d
Senior Social Media Manager
Giraffe Social —Portsmouth
- £35,220 - £38,742 a year
- Full-time
- Hybrid work
- Social media management
- Bachelor's degree
- Team management
- Free parking
- Annual leave
Quick apply
6d
Mental Health Practitioner
NHS Professionals —Portsmouth
- £21.57 an hour
- Temporary
- Case management
- Travel
- Mentoring
- Store discount
- Employee discount
Quick apply
Employment Adviser - Southampton
Palladium Group, Inc. —Southampton
- £27,976 - £29,000 a year
- Travel
- Organisational skills
- Communication skills
Graduate Construction Project Manager - Southampton or Basingstoke
AECOM —Southampton
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Project management
Delivery Manager
Kier Group —Winchester
- Up to £55,000 a year
- Monday to Friday
- Contracts
- Communication skills
4d
Senior Design Manager
Kier Group —Chandlers Ford
- Full-time
- Travel
- Mentoring
- Communication skills
Health, Safety and Waste Administrator
Spire Healthcare —Southampton
- Full-time
- Communication skills
- Annual leave
Female* Waking Night Support Worker - Children's Complex Care
Alder Associates Ltd —Southampton
- £18 - £20 an hour
- Overtime
- Medication administration
- Computer literacy
- Computer skills
- Annual leave
Quick apply
Global Workplace Project Manager
Ramboll —Southampton
- Full-time
- Hybrid work
- English
- Presentation skills
- Bachelor's degree
- Flexible schedule
Quick apply
12d
Support Time & Recovery Worker
Berkshire Healthcare NHS Foundation Trust —Southampton
- £25,760 - £27,476 a year
- Full-time
- Travel
- Free parking
- Annual leave
2d
Bank Support Workers
ILS Case Management —New Alresford
- £13.23 - £31.20 an hour
- Weekend availability
- Driving
- Free parking
- Annual leave
Engineering Administrator FTC
Spire Healthcare —Southampton
- Full-time
- Contracts
- Communication skills
- Negotiation
- Annual leave

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client case manager jobs near whiteley, ham

Client Case Manager

Eight Financial Advice -
Whiteley

Quick apply

Job details

Full-time
£40,000 a year

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

Report writing
Report generation
Suitability report preparation
Stakeholder liaison
Case record updates
Quality control
Organisational skills
Financial advisory support experience
Communication skills
Pre-sales

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 whiteley, ham

Client Case Manager

HR Compliance Co-Ordinator

Employee Relations Advisor

Scheduler

Capture Manager

Digital Marketing Executive

Administrator

Temporary Care coordinator

Senior Social Media Manager

Mental Health Practitioner

Employment Adviser - Southampton

Graduate Construction Project Manager - Southampton or Basingstoke

Delivery Manager

Senior Design Manager

Health, Safety and Waste Administrator

Female* Waking Night Support Worker - Children's Complex Care

Global Workplace Project Manager

Support Time & Recovery Worker

Bank Support Workers

Engineering Administrator FTC

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