Case manager Work, Jobs in Cowplain, 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
WorkWell Team Manager
WSCC —Chichester
- £48,226 - £51,356 a year
- Full-time
- Hybrid work
- CRM software
- Travel
- Computer skills
- Annual leave
- Employee discount
8d
Complaints Officer
BRC Jobs —Eastleigh
- £17.00 - £22.13 an hour
- Call to connect
- Microsoft Word
- Microsoft Outlook
- Organisational skills
- Referral programme
Quick apply
Operations Transformation Programme Manager
Portsmouth Water —Havant
- £68,130 - £73,168 a year
- PMP
- Continuous improvement
- No degree
- Annual leave
- Employee assistance programme
Quick apply
8d
SEMD Programme Manager
Portsmouth Water —Havant
- £68,130 a year
- Continuous improvement
- Construction experience
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Capture Manager
Leidos —Whiteley
- £75,800 - £99,800 a year
- Full-time
- Business development
- Leadership
- Communication skills
- Annual leave
- Work from home
Programme Manager - Maritime Investments
QinetiQ —Portsmouth
- £66,825 - £74,250 a year
- Full-time
- No degree
- Communication skills
13d
Family Help Lead Practitioner
Portsmouth City Council —Portsmouth
- £32,061 - £36,363 a year
- Hybrid work
- Organisational skills
- Communication skills
Mental Health Practitioner
NHS Professionals —Portsmouth
- £21.57 an hour
- Temporary
- Case management
- Travel
- Mentoring
- Store discount
- Employee discount
Quick apply
14d
Team Leader - Customer-Centric Ways of Working and Collaboration
Southampton City Council —Southampton
- £47,181 - £51,357 a year
- Full-time
- Continuous improvement
- Communication skills
- Employee assistance programme
- Employee discount
10d
Employee Relations Advisor
Portsmouth City Council —Portsmouth
- £39,151 - £42,838 a year
- Hybrid work
- Customer service
- Conflict management
- Human resources
1d
Resolution Team Lead
B&Q —Eastleigh
- £36,000 - £40,000 a year
- Part-time
- Hybrid work
- Continuous improvement
- Recruiting
- Training & development
- Annual leave
- Employee assistance programme
5d
Executive Complaints Team Lead
B&Q —Eastleigh
- £36,000 - £40,000 a year
- Part-time
- Hybrid work
- Continuous improvement
- Recruiting
- Training & development
- Annual leave
- Employee assistance programme
5d
Housing and Welfare Officer
Wessmaps Housing Trust —Southampton
- From £28,000 a year
- Full-time
- CRM software
- Microsoft Outlook
- English
Quick apply
9d
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
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
Service Delivery Manager
Serco Group —Fareham
- £39,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Mentoring
- Annual leave
- Employee assistance programme
3d
HR Advisor (Part-time)
HR UK —Chichester
- £31,000 - £33,000 a year
- Part-time
- Microsoft Office
- Contracts
- In-person
Quick apply
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
Aspirations Supported Housing Manager
Portsmouth City Council —Portsmouth
- £42,838 - £47,181 a year
- Leadership

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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

case manager jobs in cowplain, ham

Client Case Manager

WorkWell Team Manager

Complaints Officer

Operations Transformation Programme Manager

SEMD Programme Manager

Capture Manager

Programme Manager - Maritime Investments

Family Help Lead Practitioner

Mental Health Practitioner

Team Leader - Customer-Centric Ways of Working and Collaboration

Employee Relations Advisor

Resolution Team Lead

Executive Complaints Team Lead

Housing and Welfare Officer

Clinical Lead – Complex Care & Service Development

Student Mentor-Outdoor Activities

Service Delivery Manager

HR Advisor (Part-time)

Service Manager

Aspirations Supported Housing Manager

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

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