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Advisor Client support

Job Posted: 12 days ago

Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Alderley Edge, Cheshire East

Expire in: 16 days

Job Description

Advisor Client Suppport

An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge.

You will be responsible for day-to-day administration involved in servicing clients and writing new business. You will will work closely with a financial planner and associate financial planner to service a defined client bank.

Duties Include:

  * Ensuring that all company processes are adhered to.

  * Ensuring that all communications are recorded and indexed in the document management system (SharePoint)

  * Ensuring immaculate and up-to-date records on the back-office system (Curo)

  * Managing and maintaining a task list within Curo and Outlook.

  * New business processing, completing forms and submitting to financial product providers.

  * Producing valuations

  * Production of Annual Planning Meeting (APM) preparation pack.

  * General administration and processing.

You must have strong attention to detail and proven experience within a Financial Advisory Firm.

#wealth management #Financial planning #Financial admin

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

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Looking for your next career move? Join a top company hiring Advisor Client support job near me in Alderley Edge, Cheshire East! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!