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Contact Integro Partners

Integro Partners

Apply on company site

Case Manager

Cheshire

Integro Partners

Contact Integro Partners

Hours
Full Time
Posted
13 hours ago
Salary
30000.00 GBP Annual
Recruiter
Integro Partners
Closes
02 Jan 2026
Course
No
Contract Type
Permanent
Recruiter Type
Direct Employer

Description

Case Manager & Senior Case Manager (Paraplanner) Location: Office-based

Salary: GBP30,000 (Case Manager) / GBP40,000 (Senior Case Manager)

System: Salesforce

A growing wealth management firm with a specialist elite sports division is expanding its support team. The business operates differently to large networks and has a strong focus on training, development and long-term progression.

We are now hiring for two roles within the same team:

1??? Case Manager (Admin Support) Salary: Up to GBP30,000

Responsibilities:

Administrative support across the full client journey Manage case progress and documentation Liaise with clients and providers Maintain accurate records in Salesforce Prepare paperwork and correspondence Ideal for:

Someone with financial services admin experience, strong attention to detail and confidence in a fast-paced office environment.

2??? Senior Case Manager (Paraplanner) Salary: Up to GBP40,000

Responsibilities:

Technical research and analysis Prepare suitability reports Support advisers with planning strategies Conduct product and fund research Ensure compliance and maintain case records in Salesforce Ideal for:

An experienced paraplanner or senior technical admin looking to progress in a development-focused environment.

Why Join? Strong training and development culture Unique exposure to elite sports clients Office-based team environment Clear progression opportunities Bonus scheme available

Ad ID: 5417507605

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