{"id":854045,"url":"https://alion.io/job/eightfinancialadvice-client-case-manager","title":"Client Case Manager","company":{"id":674571,"name":"Eight Financial Advice","domain":"eightfinancialadvice.co.uk","url":"https://alion.io/company/eightfinancialadvice","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":null},"role":"Industrial Engineering","role_family":"Industrial Engineering","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Whiteley, United 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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.\nAct as the first line of quality control within the advice process, identifying and resolving any information gaps, inconsistencies, or risks before cases progress further.\nPrepare and create high quality suitability reports for new business, fund switches, and all client advice outcomes, ensuring alignment with regulatory and internal standards.\nCreate 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.\nProduce illustrations, run calculations, and gather technical information required to support robust and suitable advice recommendations.\nPrepare and submit pre-sale and triage cases, ensuring all documentation and supporting information is complete, accurate, and clearly presented to enable efficient approval.\nOwn and manage case progression, working collaboratively with Advisers, Client Executives, Paraplanners, and external providers to resolve queries, maintain momentum, and meet agreed timelines.\nRequirements\nStrong understanding of the financial advice process, with previous paraplanning or technical experience preferred\nExperience in writing suitability reports and supporting regulated advice\nHigh attention to detail with strong organisational and prioritisation skills\nAbility to manage multiple cases and deadlines in a fast paced environment\nStrong communication skills, with the ability to work effectively across Advisers, clients, and third parties\nConfidence in using systems such as Salesforce, iBusiness, and financial planning tools\nCommercial awareness and ability to balance client experience with operational efficiency\nBenefits\nHybrid working: 3 days in the office, 2 days wherever you work best\nPerformance bonus + Company-wide bonus (when Eight hits targets)\n28 days' holiday + bank holidays + your birthday off\nPrivate medical insurance & life assurance (4x salary)\nWellbeing support: EAP, mental health helpline, cycle-to-work scheme\nFree mortgage and pension advice from our in-house experts\nVolunteering time: 8 paid hours annually via The Eight Foundation\n Regular socials & epic events","description_format":"text","description_chars":2763,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance","Hybrid work"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial 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