Client case manager Work, Jobs in Titchfield Common, 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
Mortgage Case Executive
Your Mortgage People —Fareham
- £26,000 - £30,000 a year
- Full-time
- Customer service
- Organisational skills
- Financial services
Quick apply
Capture Manager
Leidos —Whiteley
- £75,800 - £99,800 a year
- Full-time
- Business development
- Leadership
- Communication skills
- Annual leave
- Work from home
HR Compliance Co-Ordinator
Ramboll —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
6d
Employment Advisor
Get Set UK 1 —Havant
- £26,500 - £29,000 a year
- Remote
- Communication skills
- Annual leave
Quick apply
Female Support Worker
ILS Case Management —Fareham
- £15.11 - £21.19 an hour
- Weekend availability
- Driving
- Free parking
- Annual leave
Mental Health Practitioner
NHS Professionals —Portsmouth
- £21.57 an hour
- Temporary
- Case management
- Travel
- Mentoring
- Store discount
- Employee discount
Quick apply
7d
Regional Account Manager
SunbeltRentals —Fareham
- Customer service
- Business development
- Annual leave
Quick apply
Employment Adviser - Southampton
Palladium Group, Inc. —Southampton
- £27,976 - £29,000 a year
- Travel
- Organisational skills
- Communication skills
Account Manager
Ocean Technologies Group —Southampton
- Remote
- Marketing
- Public speaking
- Master's degree
14d
Service Manager
Value Rich Care Pathways —Winchester
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Training & development
Quick apply
Outreach Support Worker - Southampton Waterside Area
Hammersley Homes —Hythe
- £13,250 a year
- Part-time
- Writing skills
- Supervising experience
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
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
3d
Operations Administrator
Aqua Cooling —Chandlers Ford
- Full-time
- Customer service
- Organisational skills
- Communication skills
- Gym membership
- Referral programme
Stores Person
Arlington Fleet Services —Eastleigh
- From £28,225 a year
- Full-time
- Heavy lifting
- Forklift
- Maths
- Free parking
- Referral programme
Quick apply
7d
Commercial Account Executive
Howden Group Holdings —Fareham
- Full-time
- Hybrid work
- Business development
- Employee discount
13d
Support Worker
Hampshire County Council —Havant
- £27,780 - £30,564 a year
- Weekend availability
- Communication skills
8d
Senior Design Manager
Kier Group —Eastleigh
- Full-time
- Travel
- Mentoring
- Communication skills
Senior Tax Manager
TC-Group —Fareham
- £65,000 - £80,000 a year
- Full-time
- Hybrid work
- Research
- Quality control
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
2d
Clinic Manager & Senior MSK Physiotherapist
Bodyset —Chichester
- Microsoft Powerpoint
- Microsoft Word
- Writing skills

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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 titchfield common, ham

Client Case Manager

Mortgage Case Executive

Capture Manager

HR Compliance Co-Ordinator

Employment Advisor

Female Support Worker

Mental Health Practitioner

Regional Account Manager

Employment Adviser - Southampton

Account Manager

Service Manager

Outreach Support Worker - Southampton Waterside Area

Digital Marketing Executive

Operations Administrator

Stores Person

Commercial Account Executive

Support Worker

Senior Design Manager

Senior Tax Manager

Clinic Manager & Senior MSK Physiotherapist

I want to receive the latest job alerts for client case manager in titchfield common, ham

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