At a Glance
- Tasks: Support financial advisers and manage client relationships in a rewarding role.
- Company: Join a lovely organisation that values learning and growth.
- Benefits: 30 days holiday, gym membership, NHS cash plan, and professional development support.
- Other info: Enjoy a supportive team environment with excellent career progression opportunities.
- Why this job: Make a real difference in clients' lives while building a fulfilling career.
- Qualifications: No prior experience needed; just a desire to learn and grow.
The predicted salary is between 25000 - 27000 £ per year.
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn and build a worthwhile career.
Hours: 5 days per week Monday to Friday - 9am until 5pm.
Salary: £25,000-£27,000 p/a depending on experience
Contract type: Permanent
Benefits:
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- In-house development path for those that want to develop throughout the various roles
- Team socials
Role purpose: An exciting new opportunity has arisen, and the role will be in the Case Management Team providing admin/PA support to the business's Financial Advisers and wider business. Build client relationships and their experience of being a client. The CM Team is the centre of all client interaction and experience working closely in tangent with the financial advisers.
Proactive monitoring and management on all client cases from start to finish with the aim of achieving an efficient start to finish process that contributes to internal processes and external client experience. Regular (minimal tri-weekly) direct client updates of ongoing cases (business, death cases and any other complex admin requests such as DOA/Stock transfers). Preference is phone call to build client relations, unless the client specifies email. Completion of client tracker and this is kept fully up to date. This is the ultimate priority.
Weekly scheduled adviser meetings running through pre-agreed CM Team Meeting agenda to ensure all areas are covered. Managing sign-ups ownership - Booking & Chasing sign-ups to ensure they are booked in as soon as possible. Sign up packs for business no prep now but ensuring all sign up packs are to advisers timely and are scanned back timely to file and Paraplanner once the meeting has been concluded and the business is ready to be submitted - pack creation by PP team. Sending and monitoring of TT forms for new business payment, chasing of payments in a timely manner to ensure funds come across to the company promptly. New business basics pack check/prep and pass through to PP team, ensuring basic information is in file (following guide for each business of minimum requirements of CM).
Fluid updating when required for case updates in status. Working with Paraplanner to ensure all relevant info from advisers is obtained and supporting them with any chasing of outstanding documents with clients and advisers. Creation of Salesforce and iBusiness records for all new clients, companies, trusts and trustees. HMRC follow-ups for Trust registration for new and top-up business cases. Completion of Corporate & Trust AML/ID for business. Welcome calls to all new clients/bio & prep of welcome pack sending. Ad hoc client actions/requests post client Annual review meetings.
Timely Death case management ensuring all parties to the case are treated with empathy, understanding and with the aim of concluding their case as timely as possible. Staying on top of outstanding actions and chasing to full conclusion, keeping the client updated at all times. The death case tracker must be completed at all times and on a regular weekly basis check in/action until conclusion. Monthly active Management of expiring prospects to ensure leads are kept on the system before expiry of 3 months. Withdrawals taking instruction and completion of withdrawals keeping the client up to date throughout the entire process. Complex tasks completion DOA/Stock transfers. Active Adviser Inbox management keeping on top of adviser incoming emails, dealing with what can be dealt with by the admin team. Analytics on request from Adviser. Full client updates are kept up to date and always recorded by client contact record or SF. Answering of incoming office calls. Supporting with other office ad hoc projects and resource. Protection application keying on of application by ad hoc request.
Person Specification:
- Genuine interest in Financial Services
- Confident phone manner and dealing with clients
- Keen to develop and learn
- High level of attention to detail
- Highly organised and works with a proactive attitude
- Excellent written and verbal communication skills
- Excellent IT Skills
- Approaches work positively with a can-do attitude and takes responsibility for own tasks
- Manages time effectively and can work within set timescales
- Works well as an individual and as part of a large team
Case Manager in Wrexham employer: All The Top Bananas
My Four Wheels is an exceptional employer, offering a rewarding career as a Trainee Driving Instructor with flexible working hours and the potential to earn up to £50,000+ annually. With comprehensive training provided through our new Training Academy, employees benefit from ongoing support and resources, ensuring a fulfilling journey towards becoming a qualified instructor while enjoying the satisfaction of teaching locally in Westfield, Surrey.
StudySmarter Expert Advice🤫
We think this is how you could land Case Manager in Wrexham
✨Dive into Local Community Groups
Social work thrives on community connections, so get involved in local groups or forums specific to your interests. Whether it’s volunteering at local shelters or joining community action boards, these are great ways to boost your visibility and make direct contacts that could lead to opportunities like the one at All The Top Bananas.
✨Attend Social Work Events and Workshops
Keep an eye out for workshops, seminars, or conferences in social work. These events are fantastic for meeting professionals in the field, learning about emerging trends, and spotting job openings. Plus, you might just bump into someone from All The Top Bananas!
✨Showcase Your Passion and Expertise
Use platforms like Instagram or LinkedIn to share your journey and insights into the social work sector. Whether it’s writing about your experiences or sharing relevant articles, this helps to establish you as an engaged professional. Potential employers, like All The Top Bananas, will notice your enthusiasm!
✨Leverage Your Network
Don’t hesitate to reach out to professors, mentors, or even past colleagues who are in social work. They might have inside knowledge about openings at All The Top Bananas or be able to connect you with someone who’s hiring. Networking is key, especially in a full-time role where relationships matter.
We think you need these skills to ace Case Manager in Wrexham
Some tips for your application 🫡
Show Your Passion for Social Work:In your cover letter, let us see your passion for social work shine through! Talk about the experiences that made you want to pursue this career—whether it’s volunteering, personal experiences, or academic projects. We want to know why this field matters to you.
Emphasise Relevant Qualifications:Make sure your CV highlights any relevant qualifications, like degrees in social work or certifications like a DBS check. If you've done any workshops or training, don’t forget to include those as well. We're keen to see your commitment to your professional development!
Detail Your Experience with Clients:Since this is a hands-on field, detailing any direct experience you have with clients is crucial. Whether it's internships, volunteer roles, or previous jobs, highlight those experiences in your CV to show us you've got the practical skills necessary for the job!
Tailor Your Application to All The Top Bananas:Before hitting send, make sure to tailor your application specifically to All The Top Bananas! Research our mission and values, and refer to them in your cover letter. This shows us that you understand our work and are genuinely interested in being a part of our team!
How to prepare for a job interview at All The Top Bananas
✨Understanding the Role of Empathy
In social work, understanding and demonstrating empathy is key. Be prepared to share personal experiences or scenarios where you effectively showed compassion and support. This helps show that you genuinely care about the well-being of others, which is crucial in social work.
✨Demonstrating Knowledge of Frameworks
Familiarise yourself with the frameworks and models used in social work, such as the Strengths-Based Approach or the Ecological Perspective. Be ready to discuss how these frameworks apply to your work, especially if you can tie them into real-world examples or case studies you've encountered.
✨Showcasing Your Multi-Disciplinary Skills
In a full-time social work role, you'll often collaborate with healthcare professionals, educators, and law enforcement. Be prepared to describe your teamwork experiences and how you've effectively communicated with other disciplines to achieve the best outcomes for clients.
✨Preparing for Scenario-Based Questions
Expect questions that put you in hypothetical social work situations, such as dealing with a crisis or managing a complex case. Think through your thought process for these scenarios beforehand, considering how you'd assess the situation and what steps you'd take, as this demonstrates your critical thinking and problem-solving abilities.
