Case Manager

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