Client Services Administrator (Financial Planning) Location: Alderley Edge, Cheshire
Job Type: Full-time, Permanent
Salary: Competitive (DOE)
Are you an experienced Administrator with a background in financial planning or wealth management?
An established and highly regarded independent financial planning firm based in Alderley Edge is looking to recruit a Client Services Administrator to join its growing team.
Working closely with Financial Planners and Associate Financial Planners, you'll play a key role in delivering an exceptional client experience by supporting the administration of new and existing business while ensuring records and documentation are maintained to the highest standard.
The Role Your responsibilities will include:

Processing new business applications with providers
Preparing client valuations and annual review packs
Managing day-to-day client administration
Maintaining accurate records using the firm's back-office system...