Financial Services jobs in United Kingdom
Case Manager & Senior Paraplanner — Elite Sports Wealth
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Devonshire
Case Manager & Senior Paraplanner — Elite Sports Wealth
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
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
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.