Personal Finance Support Specialist

7 days ago


Chester, Cheshire, United Kingdom Lime Search & Select Ltd Full time

A Chartered Independent Financial Advisory firm based in Chester is seeking a highly skilled Personal Finance Support Specialist to join their team.

This full-time position involves working closely with 9 Financial Advisers to ensure smooth operations and efficient client service.

  1. New Business Processing
  2. Policy Enquiries and Customer Service
  3. Telephone and Reception Duties
  4. General Admin Support and Data Entry

An attractive salary of up to £30,000 per annum reflects the importance of this role in supporting the success of the company.



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