Client Support - Wealth management

A Financial Planning company based in North Manchester are looking for an experienced Client Support to join them and support the Financial Planners and work closely with the clients.

You can expect a salary to £35,000 for exceptional client support experience as well as some very good benefits.

The role will see you utilise all the years’ experience you have gained supporting Financial Planners, as the opportunity requires wraparound support from pre meeting support including the preparation of the meeting pack, existing valuations and the setting up of a new client files. Additionally there will be work following a meeting, as well as ongoing queries from clients which you will be involved in to ensure these are answered by the relevant person involved in the case.

This role encompasses Administration, client support and guiding Financial Planners through their diary and workflows. You’ll be hired for your experience, knowledge and ability to coordinate people and workflows to ensure the client journey is the best it can be.

If you are after a new challenge or perhaps commute the to the city centre and would like something a bit closer to home without affecting your salary too much then this would be a great option.