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
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
Employee Relations Advisor
Portsmouth City Council —Portsmouth
- £39,151 - £42,838 a year
- Hybrid work
- Customer service
- Conflict management
- Human resources
2d
Complaints Officer
BRC Jobs —Eastleigh
- £17.00 - £22.13 an hour
- Call to connect
- Microsoft Word
- Microsoft Outlook
- Organisational skills
- Referral programme
Quick apply
5d
Programme Manager - Maritime Investments
QinetiQ —Portsmouth
- £66,825 - £74,250 a year
- Full-time
- No degree
- Communication skills
1d
SEMD Programme Manager
Portsmouth Water —Havant
- £68,130 a year
- Continuous improvement
- Construction experience
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
11d
HR Compliance Co-Ordinator
Ramboll —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
2d
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
5d
Student Mentor-Outdoor Activities
Oarsome Chance —Portsmouth
- £27,300 - £28,119 a year
- Full-time
- Experience working with children
- First Aid Certification
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
3d
Family Help Lead Practitioner
Portsmouth City Council —Portsmouth
- £32,061 - £36,363 a year
- Hybrid work
- Organisational skills
- Communication skills
10d
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
3d
Mental Health Practitioner
NHS Professionals —Portsmouth
- £21.57 an hour
- Temporary
- Case management
- Travel
- Mentoring
- Store discount
- Employee discount
Quick apply
3d
Independent Reviewing Officer
Hampshire County Council —Southampton
- £51,948 - £57,423 a year
- Hybrid work
- Travel
- Leadership
- Annual leave
- Employee assistance programme
3d
Programmes and Insights Specialist - KINTO Lease
Toyota Financial Services, KINTO and KINTO JOIN —Portsmouth
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Marketing
- Free parking
- Employee assistance programme
Quick apply
Female Support Worker
ILS Case Management —Fareham
- £15.11 - £21.19 an hour
- Weekend availability
- Driving
- Free parking
- Annual leave
Community & Corporate Fundraiser
The Avenues Group —Fareham
- Weekend availability
- Hybrid work
- Travel
- Communication skills
- Time management
Quick apply
Employment Advisor
Get Set UK 1 —Havant
- £26,500 - £29,000 a year
- Remote
- Communication skills
- Annual leave
Quick apply
Team Leader - Family Help
Portsmouth City Council —Portsmouth
- £52,412 - £56,759 a year
- Management
- Mentoring
Senior Administrative Assistant
Hampshire County Council —Totton
- £25,186 - £26,244 a year
- Hybrid work
- Hospital
- Computer literacy
- Administrative experience
- Annual leave
- Sick pay

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

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

case manager jobs in whiteley, ham

Client Case Manager

Mortgage Case Executive

Capture Manager

Employee Relations Advisor

Complaints Officer

Programme Manager - Maritime Investments

SEMD Programme Manager

HR Compliance Co-Ordinator

DWP Appeals Presenting Officer

Student Mentor-Outdoor Activities

Family Help Lead Practitioner

Case Review Officer

Mental Health Practitioner

Independent Reviewing Officer

Programmes and Insights Specialist - KINTO Lease

Female Support Worker

Community & Corporate Fundraiser

Employment Advisor

Team Leader - Family Help

Senior Administrative Assistant

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected