Financial Planning Administrator

3 days ago


Timperley, United Kingdom ST Resourcing Ltd Full time

A Wealth management firm in Altrincham is recruiting another Client Support Administrator due to further growth in the business. Headcount has grown steadily over the past couple of years and staff turnover below average for a firm of this size, whichindicates a healthy culture and environment.
This role offers a base salary of up to £26,000 with very good benefits.
In the role will you will in partnership with the existing staff to provide all administration for the Financial Advisers. This may require you to support a few Advisers at once, or depending on work load, dedicate time to one Adviser. The role will see youusing in house software, processing new business, contacting product providers, issuing new business packs, speaking with clients and ad-hoc projects which become available.


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