Job Description
Client Manager Support
Location: Liverpool City Centre
Position: Full-Time, Permanent
Reporting to: Chris Jewson
Salary: Competitive, DOE
I am currently working with a growing financial planning firm in Liverpool City Centre that is looking to recruit a Client Manager Support to join their team.
This role will involve supporting the Client Manager (and occasionally the wider Client Support Team) in delivering high-quality financial planning support, research and client servicing within a regulated environment.
The Role
You will assist in preparing financial recommendations and suitability reports, maintaining accurate client records and supporting the full client review process both before and after meetings.
Key Responsibilities
Supporting the Client Manager with research and analysis to meet client objectives
Assisting in the preparation of suitability reports and cashflow analysis
Researching financial products and obtaining quote...
Location: Liverpool City Centre
Position: Full-Time, Permanent
Reporting to: Chris Jewson
Salary: Competitive, DOE
I am currently working with a growing financial planning firm in Liverpool City Centre that is looking to recruit a Client Manager Support to join their team.
This role will involve supporting the Client Manager (and occasionally the wider Client Support Team) in delivering high-quality financial planning support, research and client servicing within a regulated environment.
The Role
You will assist in preparing financial recommendations and suitability reports, maintaining accurate client records and supporting the full client review process both before and after meetings.
Key Responsibilities
Supporting the Client Manager with research and analysis to meet client objectives
Assisting in the preparation of suitability reports and cashflow analysis
Researching financial products and obtaining quote...
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