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Case Manager

Posted: 05/12/25
Recruiter:Integro Partners
Reference:3041527825
Type:Permanent
Salary:£30,000 Annual
Location:Cheshire
Description: 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:
1? 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.
2? 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

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