Job Detail

Client Support Executive

• Field: Accountancy & Bookkeeping
• Deadline: 2026-03-06 12:03
• Wilmslow

Our client is a very well established financial planning firm based in Alderley Edge, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.
They are currently recruiting a Client Support Executive to join their growing team.

About you
To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes:
· Administration experience, preferably in a financial planning company
· A basic knowledge of investments, pensions and life assurance policies.
· Financial administration qualifications would be advantageous.
· Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

Responsibilities
· Processing authority letters, gathering financial data for new clients and annual reviews.
· Preparing application forms and client documentation.
· Processing financial transactions on platforms.
· Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
· Dealing with the post, emails and any correspondence relating to clients or their financial situation.
· Providing administrative support to the financial planners and paraplanners as required.
· Supporting clients with administrative queries and communication as required.

What is on offer
The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all our financial planners and paraplanners.
Salary is dependent on experience