Client Support Executive

Our client is a very well established financial planning firm based in Alderley Edge, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are currently recruiting a Client Support Executive to join their growing team. About you To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes: Administration experience, preferably in a financial planning company A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment. Responsibilities Processing authority letters, gathering financial data for new clients and annual reviews. Preparing application form...