Client Case Manager: Advisory Prep
Listed on 2026-10-07
-
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.
As a Client Case Manager:
Advisory Prep & Progression, you will play an important part at Eight Financial Advice in United Kingdom.
Step into the Client Case Manager:
Advisory Prep & Progression role at Eight Financial Advice in United Kingdom and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).