Case manager Work, Jobs in Titchfield Common, 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
Complaints Officer
BRC Jobs —Eastleigh
- £17.00 - £22.13 an hour
- Call to connect
- Microsoft Word
- Microsoft Outlook
- Organisational skills
- Referral programme
Quick apply
8d
Employee Relations Advisor
Portsmouth City Council —Portsmouth
- £39,151 - £42,838 a year
- Hybrid work
- Customer service
- Conflict management
- Human resources
5d
SEN Case Officer
Southampton City Council —Southampton
- £37,280 - £40,778 a year
- Full-time
- Communication skills
- Employee assistance programme
- Employee discount
Programme Manager - Maritime Investments
QinetiQ —Portsmouth
- £66,825 - £74,250 a year
- Full-time
- No degree
- Communication skills
4d
Group People Officer
Central Support —Winchester
- £41,000 a year
- Full-time
- Hybrid work
- Hospitality
- Microsoft Office
- Hotel
- Employee discount
- Referral programme
Quick apply
4d
HR Compliance Co-Ordinator
Ramboll —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
5d
Regional Manager
Bestway Group —Fareham
- Full-time
- Sales
- Data analysis skills
- Human resources
Quick apply
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
8d
Female Support Worker
ILS Case Management —Fareham
- £15.11 - £21.19 an hour
- Weekend availability
- Driving
- Free parking
- Annual leave
Learning and Development Coordinator
Portsmouth Water —Havant
- £30,318 - £34,271 a year
- Microsoft Office
- Organisational skills
- Training & development
- Annual leave
- Employee assistance programme
Quick apply
11d
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
6d
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
6d
Mental Health Practitioner
NHS Professionals —Portsmouth
- £21.57 an hour
- Temporary
- Case management
- Travel
- Mentoring
- Store discount
- Employee discount
Quick apply
5d
Family Help Lead Practitioner
Portsmouth City Council —Portsmouth
- £32,061 - £36,363 a year
- Hybrid work
- Organisational skills
- Communication skills
13d
Independent Reviewing Officer
Hampshire County Council —Southampton
- £51,948 - £57,423 a year
- Hybrid work
- Travel
- Leadership
- Annual leave
- Employee assistance programme
6d
Supported Accommodation Manager
Havesters Care ltd —Portsmouth
- £35,000 - £40,000 a year
- Full-time
- Team management
- Organisational skills
- Leadership
Quick apply
6d
Regional Account Manager
SunbeltRentals —Fareham
- Customer service
- Business development
- Annual leave
Quick apply
13d

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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 titchfield common, ham

Client Case Manager

Mortgage Case Executive

Capture Manager

Complaints Officer

Employee Relations Advisor

SEN Case Officer

Programme Manager - Maritime Investments

Group People Officer

HR Compliance Co-Ordinator

Regional Manager

DWP Appeals Presenting Officer

Female Support Worker

Learning and Development Coordinator

Student Mentor-Outdoor Activities

Case Review Officer

Mental Health Practitioner

Family Help Lead Practitioner

Independent Reviewing Officer

Supported Accommodation Manager

Regional Account Manager

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

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