At a Glance
- Tasks: Manage client cases, prepare reports, and ensure smooth case progression.
- Company: Eight Financial Advice, a leading firm in financial services.
- Benefits: Private medical insurance, performance bonuses, and 28 days holiday.
- Other info: Enjoy a hybrid work model with great career development opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong understanding of financial advice and excellent organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Eight Financial Advice in Whiteley is seeking a Client Case Manager to ensure the accuracy and readiness of client advice.
Responsibilities include attending client meetings, preparing suitability reports, and managing case progression effectively.
The ideal candidate will have a strong understanding of the financial advice process and excellent organizational skills.
This hybrid role offers benefits like private medical insurance, performance bonuses, and 28 days of holiday.
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We think you need these skills to ace Client Case Manager: Paraplanning & Compliance (Hybrid)
Client Meeting Facilitation
Suitability Report Preparation
Case Progression Management
Financial Advice Process Understanding
Organisational Skills
Attention to Detail
Communication Skills
