Business Admin Assistant
Eight Financial Advice
Client Case Manager
Eight Financial Advice· Paraplanning
About this role
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.
- 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
- 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
Frequently Asked Questions
Is the salary disclosed for the Client Case Manager position at Eight Financial Advice?
The salary for this Client Case Manager role at Eight Financial Advice is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Case Manager position at Eight Financial Advice located?
This Client Case Manager role at Eight Financial Advice is based in Whiteley, England, United Kingdom. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Case Manager role at Eight Financial Advice full-time or part-time?
This is listed as a Full time position. It is posted as a Client Case Manager role in the Paraplanning department at Eight Financial Advice.
Which team or department does the Client Case Manager at Eight Financial Advice belong to?
This Client Case Manager position is part of the Paraplanning department at Eight Financial Advice. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Case Manager position at Eight Financial Advice?
Click the "Apply Now" button on this page. You will be redirected to Eight Financial Advice's official application portal hosted on workable where you can submit your application directly.
When was the Client Case Manager job at Eight Financial Advice posted?
This Client Case Manager position at Eight Financial Advice was posted on Jul 1, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Case Manager
Eight Financial Advice
You'll be redirected to Eight Financial Advice's official application page on workable.