Client Support Specialist

2 weeks ago


Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full time

About Our Client

We are seeking an experienced Administrator to join our team at a well-established and reputable firm of Independent Financial Advisers based in South Cheshire.

Our client provides comprehensive Corporate & Personal Financial Planning, including Employee Benefits, Investments, Retirement Planning, and Tax advice.

The successful candidate will be responsible for providing administrative support to our team of professionally qualified advisers, ensuring the smooth delivery of our services to clients.

Key responsibilities will include:

  • Providing administrative support to our team of advisers
  • Assisting with the preparation of client reports and presentations
  • Managing client data and ensuring accurate records are maintained
  • Coordinating with internal teams to ensure seamless service delivery

This is an excellent opportunity for an experienced Administrator to join a dynamic and growing team, working with a reputable firm of Independent Financial Advisers.


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