Case Manager

Case Manager & Senior Case Manager (Paraplanner) Location: Office-based
Salary: £30,000 (Case Manager) / £40,000 (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:
1️ Case Manager (Admin Support) Salary: Up to £30,000
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.
2️ Senior Case Manager (Paraplanner) Salary: Up to £40,000
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