Case manager Work, Jobs in Bursledon, 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
Mortgage Case Executive
Your Mortgage People —Fareham
- £26,000 - £30,000 a year
- Full-time
- Customer service
- Mentoring
- Organisational skills
Quick apply
SEN Case Officer
Southampton City Council —Southampton
- £37,280 - £40,778 a year
- Full-time
- Communication skills
- Employee assistance programme
- Employee discount
14d
Complaints Officer
BRC Jobs —Eastleigh
- £17.00 - £22.13 an hour
- Call to connect
- Microsoft Word
- Microsoft Outlook
- Organisational skills
- Referral programme
Quick apply
3d
HR Compliance Co-Ordinator
Ramboll —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
21h
Capture Manager
Leidos —Whiteley
- £75,800 - £99,800 a year
- Full-time
- Sales
- Business development
- IT
- Annual leave
- Work from home
Employee Relations Advisor
Portsmouth City Council —Portsmouth
- £39,151 - £42,838 a year
- Hybrid work
- Customer service
- Conflict management
- Human resources
18h
DWP Appeals Presenting Officer
Department for Work and Pensions —Southampton
- £32,137 a year
- Overtime
- Hybrid work
- Presentation skills
- Travel
- Annual leave
- Employee assistance programme
3d
Independent Reviewing Officer
Hampshire County Council —Southampton
- £51,948 - £57,423 a year
- Hybrid work
- Travel
- Leadership
- Annual leave
- Employee assistance programme
1d
Senior Rehabilitation Case Manager - Salisbury
Proclaim Care Limited —Salisbury
- £52,000 - £55,000 a year
- Full-time
- Management
- Administrative experience
- Case management
- Annual leave
- Work from home
SEMD Programme Manager
Portsmouth Water —Havant
- £68,130 a year
- Continuous improvement
- Construction experience
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
9d
Transport and Compliance Administrator
Stagetruck Ltd —Winchester
- £30,000 - £40,000 a year
- Full-time
- In-person
- Communication skills
Quick apply
Case Review Officer
Department for Work and Pensions —Newport
- £27,866 a year
- Overtime
- Hybrid work
- Presentation skills
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
1d
Senior Executive, PR
Carnival UK —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Budgeting
Quick apply
3d
Clinical Lead – Complex Care & Service Development
Impressions Care Solutions ltd —Southampton
- £45,000 - £55,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Business development
Quick apply
10d
Customer Success Director
Benifex —Southampton
- £65,000 - £85,000 a year
- Remote
- Communication skills
- Employee assistance programme
- Employee discount
13d
Employment Adviser - Southampton
Palladium Group, Inc. —Southampton
- £27,976 - £29,000 a year
- Travel
- Organisational skills
- Communication skills
14d
Family Help Lead Practitioner
Portsmouth City Council —Portsmouth
- £32,061 - £36,363 a year
- Hybrid work
- Organisational skills
- Communication skills
8d
Clinical Territory Associate
Intuitive Surgical —Southampton
- Day shift
- Up to 50% travel
- Sales
- English
14d
Senior Case Worker (Older Adults)
Hampshire County Council —Southampton
- £33,178 - £36,369 a year
- Call to connect
- Hybrid work
- Analysis skills
- Travel
- Mentoring
- Annual leave
- Employee assistance programme
2d

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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

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

case manager jobs in bursledon, ham

Client Case Manager

Mortgage Case Executive

SEN Case Officer

Complaints Officer

HR Compliance Co-Ordinator

Capture Manager

Employee Relations Advisor

DWP Appeals Presenting Officer

Independent Reviewing Officer

Senior Rehabilitation Case Manager - Salisbury

SEMD Programme Manager

Transport and Compliance Administrator

Case Review Officer

Senior Executive, PR

Clinical Lead – Complex Care & Service Development

Customer Success Director

Employment Adviser - Southampton

Family Help Lead Practitioner

Clinical Territory Associate

Senior Case Worker (Older Adults)

I want to receive the latest job alerts for case manager in bursledon, ham

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