Client Case Manager

Prepare and create high-quality suitability reports for new business, fund switches, and client advice outcomes, ensuring alignment with regulatory and internal standards. Attend client meetings alongside Advisers or review detailed notes to accurately interpret objectives and financial positions, capturing and validating all necessary information. Act as the first line of quality control by identifying and resolving information gaps, inconsistencies, or risks before cases progress further. Create and maintain accurate client records across systems including iBusiness, Salesforce, and Monday.com, while producing illustrations and running calculations to support robust advice recommendations. Own and manage case progression by preparing pre-sale and triage cases, working collaboratively with Advisers, Client Executives, and external providers to resolve queries and meet agreed timelines. Hybrid working (3 days in office, 2 days remote) with a performance bonus, 28 days' holiday, and private medical insurance included.