Case manager Work, Jobs in Hampshire (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
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
Hampshire Youth Justice Business Support Officer
Hampshire County Council —Winchester
- £27,780 - £30,564 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
5h
Support Officer
Hampshire County Council —Winchester
- £27,780 - £30,564 a year
- Temporary
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
7d
PMO Manager
Portsmouth Water —Havant
- £61,242 - £73,168 a year
- Microsoft Excel
- Microsoft Office
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
FEMALE* ARMED FORCES ADVOCATE (Royal Air Force)
Aurora New Dawn —Portsmouth
- £24,454 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Travel
- Sick pay
Quick apply
20006 – Activities Unit Manager - Neurodiversity Support Manager, HMP Isle of Wight
Ministry of Justice —Newport
- £40,001 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
7d
Refugee Employability Officer (Fixed term contract until 1st June 2027)
International Rescue Committee —Winchester
- £33,756.76 a year
- Bilingual
- English
- Microsoft Office
- Flexible schedule
1d
General Manager
Thrive + Wild —Winchester
- £40,000 - £45,000 a year
- Full-time
- Hospitality
- Management
- In-person
- Employee discount
Quick apply
Retail Network Support & Operational Change Manager
B&Q —Eastleigh
- £65,000 - £75,000 a year
- Part-time
- Annual leave
- Employee assistance programme
3d
Reablement Team Leader
Hampshire County Council —Winchester
- £33,178 - £36,369 a year
- Weekend availability
- Rehabilitation centre
- Travel
- Leadership
- Annual leave
- Employee assistance programme
12d
Customer Experience Manager (Contact Centre Manager)
Fexco Property Services —Salisbury
- Full-time
- Hybrid work
- Management
- Analysis skills
- Continuous improvement
Quick apply
14d
Court of Protection Paralegal
Penningtons Manches Cooper LLP —Basingstoke
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Work from home
10d
Pipelines Assistant Project Manager - Havant Thicket
Portsmouth Water —Havant
- £49,641 - £61,242 a year
- Microsoft Powerpoint
- Analysis skills
- Project management
- Annual leave
- Employee assistance programme
Quick apply
11d
Outpatient Capacity Coordinator
Spire Healthcare —Southampton
- Full-time
- Communication skills
- Free parking
- Annual leave
Administration Officer
UK Health Security Agency —Fareham
- £25,651 - £27,220 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8d
Operations Administrator
Aqua Cooling —Chandlers Ford
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Gym membership
- Referral programme
Clinical Specialist, Cryo Nerve Block
AtriCure International —Southampton
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Legal Support Officer
Hampshire County Council —Winchester
- £27,780 - £30,564 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
1d
Manager, Process Excellence (People Operations & HR Transformation)
UL Solutions —Basingstoke
- Oracle
- Master's degree
- Analysis skills
- Annual leave
7d

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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 hampshire

Client Case Manager

Senior Rehabilitation Case Manager - Salisbury

Hampshire Youth Justice Business Support Officer

Support Officer

PMO Manager

FEMALE* ARMED FORCES ADVOCATE (Royal Air Force)

20006 – Activities Unit Manager - Neurodiversity Support Manager, HMP Isle of Wight

Refugee Employability Officer (Fixed term contract until 1st June 2027)

General Manager

Retail Network Support & Operational Change Manager

Reablement Team Leader

Customer Experience Manager (Contact Centre Manager)

Court of Protection Paralegal

Pipelines Assistant Project Manager - Havant Thicket

Outpatient Capacity Coordinator

Administration Officer

Operations Administrator

Clinical Specialist, Cryo Nerve Block

Legal Support Officer

Manager, Process Excellence (People Operations & HR Transformation)

I want to receive the latest job alerts for case manager in hampshire

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