Client Case Manager

Eight Financial Advice; United Kingdom; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Performance bonus

Company-wide bonus

28 days' holiday + holidays

Private medical insurance

Life assurance (4x salary)

Wellbeing support

Free mortgage and pension advice

Volunteering time

Regular socials

Job summary

Eight Financial Advice in Whiteley seeks a Client Case Manager to own the preparation, accuracy, and readiness of client advice following adviser meetings. You will ensure information, analysis and documentation are complete to enable efficient progression through the advice process.

You will attend client meetings with Advisers or review notes to interpret objectives and capture data, acting as first line of quality control to resolve gaps or risks.

Qualifications

• Experience in paraplanning or technical work within financial advice.
• Experience writing suitability reports and supporting regulated advice.
• High attention to detail with strong organisational and prioritisation skills.

Responsibilities

• Own preparation and readiness of client advice after adviser meetings.
• Attend client meetings or review notes to capture objectives and data.
• Quality control to resolve information gaps or risks.
• Prepare high quality suitability reports for new business and switches.
• Maintain accurate client records across systems (iBusiness, Salesforce, illustrations, Monday.com).
• Produce illustrations, run calculations, gather technical information.
• Submit pre-sale and triage cases with complete documentation.
• Manage case progression and collaborate with advisers and paraplanners.

Skills

Paraplanning experience

Suitability reports

Attention to detail

Organisational skills

Communication skills

Case progression

Salesforce

Tools

Salesforce

iBusiness

Financial planning tools

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.

• 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

• 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 advicefrom our in-house experts


• Volunteering time: 8 paid hours annually via The Eight Foundation


• Regular socials & epic events