Client case manager Work, Jobs in Winchester So23 (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
4d
Rehabilitation Case Manager
Active Care Group —Southampton
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Case management
- Travel
- Communication skills
- Annual leave
Associate Rehabilitation Case Manager
Active Care Group —Southampton
- £43 - £69 an hour
- Part-time
- Case management
- Driving
- Travel
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
Capture Manager
Leidos —Ham
- £75,800 - £99,800 a year
- Full-time
- Sales
- Business development
- IT
- Annual leave
- Work from home
Insurance Advisor
Howden Group Holdings —Winchester
- Full-time
- Hybrid work
- Employee discount
Content Writer
Benifex —Southampton
- £35,000 - £52,000 a year
- Hybrid work
- English
- Marketing
4d
HR & Recruitment Advisor
Proaction HR —Winchester
- £16,500 - £38,000 a year
- Part-time
- Management
- Business development
- Human resources
Social Value Advisor
Wates —Basingstoke
- Microsoft Powerpoint
- Microsoft Outlook
- IT
12d
Personal Assistant/Office Manager
Bee May EDS Ltd —Basingstoke
- £18,000 - £22,000 a year
- Part-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Flexitime
- Work from home
Quick apply
Home Adaptations Team Manager
Southampton City Council —Southampton
- £57,755 - £65,222 a year
- Full-time
- Hybrid work
- Management
- Team management
- Case management
- Employee assistance programme
- Employee discount
10d
Outpatient Capacity Coordinator
Spire Healthcare —Southampton
- Full-time
- Communication skills
- Free parking
- Annual leave
Residential Services Support Officer (Adults)
Hampshire County Council —Andover
- £27,780 - £30,564 a year
- Weekend availability
- IT
- Care plans
- Communication skills
2d
Credit Control Administrator
Fexco Property Services —Salisbury
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
Quick apply
Operations Administrator
Aqua Cooling —Chandlers Ford
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Gym membership
- Referral programme
Legal Practice Support
DC Employment Solicitors —Southampton
- Part-time
- Hybrid work
- Administrative experience
- IT
- Typing
Quick apply
6d
Homelessness Relief Officer x2
New Forest District Council —Lyndhurst
- £31,161 - £34,654 a year
- Full-time
- Hybrid work
- Free parking
- Annual leave
6d
Administrator
Enerveo —Fareham
- £25,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Administrative experience
11d
Commercial Account Executive
Howden Group Holdings —Newbury
- Full-time
- Hybrid work
- Employee discount
Void Property Inspector
Clearway Group —Salisbury
- £28,000 a year
- Travel
Quick apply
10d

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client case manager jobs near winchester so23

Client Case Manager

Eight Financial Advice -
Whiteley

Quick apply

Job details

Full-time
£40,000 a year
4 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 winchester so23

Client Case Manager

Rehabilitation Case Manager

Associate Rehabilitation Case Manager

Senior Rehabilitation Case Manager - Salisbury

Capture Manager

Insurance Advisor

Content Writer

HR & Recruitment Advisor

Social Value Advisor

Personal Assistant/Office Manager

Home Adaptations Team Manager

Outpatient Capacity Coordinator

Residential Services Support Officer (Adults)

Credit Control Administrator

Operations Administrator

Legal Practice Support

Homelessness Relief Officer x2

Administrator

Commercial Account Executive

Void Property Inspector

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