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Client Case Manager: Paraplanning & Compliance; Hybrid
Job in
Whiteley, Hampshire County, PO15, England, UK
Listed on 2026-07-28
Listing for:
Eight Financial Advice
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Financial Services, Financial Compliance
Job Description & How to Apply Below
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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