Client Case Manager: Advisory Prep & Progression

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

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.