Client Support Executive – Financial Planning (South Manchester)

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

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.