Client Case Manager
Eight Financial Advice - Whiteley
We are looking for a Client Case Manager to own the preparation, accuracy, and readiness of client advice following adviser meetings, ensuring all required information, analysis, and documentation is complete to enable efficient progression through the advice process.
- Attend client meetings alongside Advisers where required, or review detailed meeting notes, to accurately interpret client objectives, financial position, and advice requirements, ensuring all necessary information is captured and validated.
- Act as the first line of quality control within the advice process, identifying and resolving any information gaps, inconsistencies, or risks before cases progress further.
- Prepare and create high quality suitability reports for new business, fund switches, and all client advice outcomes, ensuring alignment with regulatory and internal standards.
- Create and maintain accurate and complete client records across systems (including iBusiness, Salesforce, the Confidential Financial Review, illustrations and Monday.com), ensuring consistency between advice and client data.
- Produce illustrations, run calculations, and gather technical information required to support robust and suitable advice recommendations.
- Prepare and submit pre-sale and triage cases, ensuring all documentation and supporting information is complete, accurate, and clearly presented to enable efficient approval.
- Own and manage case progression, working collaboratively with Advisers, Client Executives, Paraplanners, and external providers to resolve queries, maintain momentum, and meet agreed timelines.
Requirements
- Strong understanding of the financial advice process, with previous paraplanning or technical experience preferred
- Experience in writing suitability reports and supporting regulated advice
- High attention to detail with strong organisational and prioritisation skills
- Ability to manage multiple cases and deadlines in a fast paced environment
- Strong communication skills, with the ability to work effectively across Advisers, clients, and third parties
- Confidence in using systems such as Salesforce, iBusiness, and financial planning tools
- Commercial awareness and ability to balance client experience with operational efficiency
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
Skills Required
- Strong understanding of the financial advice process
- Previous paraplanning or technical experience
- Experience in writing suitability reports and supporting regulated advice
- High attention to detail with strong organisational and prioritisation skills
- Ability to manage multiple cases and deadlines in a fast paced environment
- Strong communication skills, with the ability to work effectively across Advisers, clients, and third parties
- Confidence in using systems such as Salesforce, iBusiness, and financial planning tools
- Commercial awareness and ability to balance client experience with operational efficiency
What We Do
At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. EIGHT Financial Advice is a trading name of Eight Wealth Management.
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