Case Manager
Core
Support the Protection team by monitoring case progress, maintaining accurate client records, and ensuring compliance with regulatory standards.
Role type
Case Manager (Financial Services)
Builds
Protection plans and client case files
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
case management, regulatory compliance, record keeping, client liaison, report preparation, diary management, meeting coordination, travel coordination, expense management
Preferred skills
inheritance tax knowledge, protection products knowledge, Microsoft Office proficiency
Responsibilities
Prepare and review protection plans and documentation; Conduct research to support client recommendations; Maintain accurate records of client information and policy details; Ensure compliance with regulatory and company standards; Prepare reports and summaries for client meetings; Manage department Directors diary and client appointments; Organise departmental meetings and take minutes; Handle correspondence, calls, and emails; Coordinate travel arrangements and manage expenses.
Seniority
Individual Contributor