Client Case Manager: Advisory Prep
Listed on 2026-10-01
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Finance & Banking
Financial Advisor / Consultant
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.
This posting is for the Client Case Manager:
Advisory Prep & Progression role at Eight Financial Advice, based in United Kingdom.
The position is based in United Kingdom.
This opportunity is part of our work in Finance, Bio & Pharmacology & Health.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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