About this role
Client Case Manager at Eight Financial Advice. Location: Whiteley, England, United Kingdom. Role: preparing reports, managing cases, maintaining records Requirements: Paraplanning or technical experience preferred; experience writing suitability reports; strong attention to detail, organisation, and prioritisation; ability to manage multiple cases and deadlines; strong communication; confidence with Salesforce, iBusiness, and financial planning systems. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, iBusiness, Monday.com, Confidential Financial Review Commitment: Full Time Workplace: Hybrid Languages: English