Case Manager & Senior Paraplanner — Elite Sports Wealth

Integro Partners; England; On-site; GBP 30,000 - 40,000; Full time

Job summary

A growing wealth management firm in the UK is seeking Case Managers to join their office-based team. The positions focus on providing administrative support and technical research within a training-oriented environment. Candidates with financial services experience and proficiency in Salesforce are encouraged to apply. The roles offer strong progression opportunities and a bonus scheme for performance recognition.

Benefits

Strong training and development culture

Unique exposure to elite sports clients

Clear progression opportunities

Bonus scheme available

Qualifications

• Experience in financial services administration.
• Strong attention to detail for managing client records.
• Ability to operate confidently in a fast-paced office environment.

Responsibilities

• Provide administrative support across the full client journey.
• Conduct technical research and prepare suitability reports.
• Liaise with clients and maintain accurate documentation in Salesforce.

Skills

Financial services admin experience

Attention to detail

Confidence in fast-paced environment

Technical research and analysis

Tools

Salesforce

Job description

A growing wealth management firm in the UK is seeking Case Managers to join their office-based team. The positions focus on providing administrative support and technical research within a training-oriented environment. Candidates with financial services experience and proficiency in Salesforce are encouraged to apply. The roles offer strong progression opportunities and a bonus scheme for performance recognition.