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financial advisory occupations jobs near stanmore, gtl

Case Manager

Howden Group Holdings -
London

Apply Now

Job details

Full-time

Qualifications

Management
Microsoft Office
Organisational skills
Financial services
Communication skills
Tax experience

Full job description

Who are we?

Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.

People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

Role Overview

We are seeking a highly organised and proactive Case Manager to support our Protection team, with additional responsibility for team administration activity across the department. This role is primarily focused on providing a high-quality client experience, with protection case management by monitoring progress, maintaining accurate records, liaising with clients and providers, and helping to keep cases on track through to completion. Along side this there will also be some administrative support, including diary management, meeting coordination and communication handling. The ideal candidate will demonstrate excellent organisational skills, strong communication, discretion, and a keen attention to detail.

Main Responsibilities

Assist in the preparation and review of protection plans and documentation.
Conduct research to support recommendations for clients regarding protection solutions.
Maintain accurate records of client information, policy details, and correspondence.
Ensure compliance with regulatory and company standards.
Prepare reports and summaries for client meetings and departmental reviews.

Carry out general case management tasks until policies are on risk.
Ensure constant communication with the clients with updates on the case progression.
Manage the department Directors diary, client appointments, and internal meetings.
Organise departmental meetings, and take meeting minutes.
Handle correspondence, calls, and emails
Coordinate travel arrangements as required and manage expenses.

Assist with general administrative tasks to ensure smooth operation of the department.
Assist with any tasks or projects with the central teams that have a direct effect on the department.

Key Skills & Attributes

Organisation: Ability to prioritise tasks and manage multiple responsibilities efficiently.
Basic people Management: Capable of coordinating small projects in the department with the support the central teams.
Excellent Communication: Clear, professional verbal and written skills for effective liaison with clients, colleagues and providers.
Attention to Detail: Precise in documentation, client records on the CRM, and administrative tasks.
Discretion and Integrity: Maintain confidentiality with sensitive client and departmental information.
Adaptability: Comfortable working in a fast-paced environment and responding to changing priorities.

Qualifications & Experience

Experience in case management, specifically in a high value Protection or Financial Services role is desirable.
Knowledge of inheritance tax, protection products, or general financial services is preferred.
Competent within the Microsoft Office suite and relevant industry software.

What do we offer in return?

A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:

Our successes have all come from someone brave enough to try something new
We support each other in the small everyday moments and the bigger challenges
We are determined to make a positive difference at work and beyond

Reasonable adjustments

We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

If you're excited by this role but have some doubts about whether it’s the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.

Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent

Apply Now

Refine Your Search

financial advisory occupations jobs in stanmore, gtl

Case Manager

Trainee Financial Advisor

Mortgage and Financial Administrator

Financial Adviser

Entry-Level Financial Advisor

Trainee Financial Adviser

Trainee Wealth Manager

Financial Administrator (Home Counties)

Graduate/Entry Level Operations Specialist (Financial Advice)

Financial Administrator (East Molesey)

Business Admin Assistant

Financial Planning Administrator

Paraplanner

Associate Financial Advisor - Hybrid

French Wealth Solutions Associate (French Assurance Vie Associate)

Wealth & Financial Planning Administrator

Junior Financial Adviser

Financial Adviser

Client Account Assistant

Wealth Management Administrator

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