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.
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Client Case Manager: Advisory Prep & Progression employer: Eight Financial Advice
At Eight Mortgages, we pride ourselves on being an exceptional employer that empowers our Self-Employed Mortgage Advisers with the freedom to manage their own clients while providing comprehensive support and resources. Our collaborative work culture fosters professional growth, ensuring you have access to a large book of potential clients and full admin assistance, allowing you to focus on delivering outstanding service without the burdens of business ownership. Join us to enjoy a rewarding career where your expertise is valued, and your success is our priority.
