Job Description

Location

Alderley Edge

Salary £28000 - £35000 TypePermanent WorkplaceOn-Site Ref89451

Recruiter Managing This Role

Adviser Client Support Cheshire

Salary: Competitive dependent on experience


We are working with a respected financial-planning firm (details provided upon interview) to recruit an experienced Adviser Client Support professional.


Key Responsibilities


  • Provide high-quality administrative support to the adviser team



  • Prepare and process all client documentation accurately and in a timely manner



  • Manage client information and files with precision



  • Liaise with providers and ensure cases progress smoothly



  • Assist advisers in delivering an outstanding client service experience


    Requirements 



  • Prior experience in an Adviser Support / Client Support / IFA Administrat...

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