Client Support Executive – Financial Planning

Prestige Recruitment Group; Alderley Edge; On-site; GBP 28,000 - 35,000; Full time

Job summary

Prestige Recruitment Group has partnered with a financial planning firm in South Manchester to recruit a Client Support Executive. The role supports Financial Planners, handles client administration and new business processing, and ensures accurate service delivery.

You will liaise with clients and product providers, prepare valuations and annual review packs, maintain client records, and help run the client service process smoothly.

Qualifications

• Experience within financial planning, wealth management or an IFA environment.
• Strong attention to detail and excellent organisational skills.
• Confident dealing with clients and providers.
• Able to manage your own workload and take ownership of tasks.
• Good IT skills, particularly Outlook, Word and Excel.

Responsibilities

• Providing day-to-day support to Financial Planners
• Managing client administration and new business processing
• Liaising with clients and product providers
• Preparing valuations and annual review meeting packs
• Maintaining accurate client records and managing outstanding tasks
• Supporting the smooth running of the client service process

Skills

Financial planning

Wealth management

IFA environment

Outlook

Word

Excel

Tools

Outlook

Word

Excel

Job description

Client Support Executive – Financial Planning

South Manchester | Office Based

Salary: £28,000 - £35,000

A well-established and growing financial planning firm in South Manchester is looking for an experienced Client Support Executive to join its team.

Working closely with Financial Planners and supporting an established client bank, you’ll play an important role in delivering a high-quality service to clients while ensuring all administration and new business is handled accurately and efficiently.

The Role:

• Providing day-to-day support to Financial Planners
• Managing client administration and new business processing
• Liaising with clients and product providers
• Preparing valuations and annual review meeting packs
• Maintaining accurate client records and managing outstanding tasks
• Supporting the smooth running of the client service process

About You:

• Experience within financial planning, wealth management or an IFA environment
• Strong attention to detail with excellent organisational skills
• Confident dealing with clients and providers
• Able to manage your own workload and take ownership of tasks
• Good IT skills, particularly Outlook, Word and Excel

An excellent opportunity for an experienced Financial Planning Administrator, Wealth Management Administrator or Client Support professional looking to join a professional and client-focused financial planning business in South Manchester.

INDP