Independent Financial Planning Assistant

2 weeks ago


Warrington, Warrington, United Kingdom CV-Library Full time
About the Role

We are seeking an experienced Financial Services Coordinator to join our Macclesfield-based Client Services Team. The ideal candidate will have a strong understanding of Pensions & Investments products and excellent customer service skills.

This role offers a unique opportunity to work in a dynamic industry, providing Independent Wealth Management advice to both private clients and business owners. Key responsibilities include:
  • Delivering a first-class service to clients
  • Maintaining accurate records and databases
  • Assisting with client communication and correspondence
The successful candidate will be responsible for working closely with the team to provide exceptional support and ensuring seamless day-to-day operations. Benefits include a salary range of £25,000 - £28,000, 25 days annual leave, and a contributory pension scheme.

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