Location
Alderley Edge
Salary £28000 - £35000 TypePermanent WorkplaceOn-Site Ref89451
Recruiter Managing This Role
Adviser Client Support Cheshire
Salary: Competitive dependent on experience
We are working with a respected financial-planning firm (details provided upon interview) to recruit an experienced Adviser Client Support professional.
Key Responsibilities
1. Provide high-quality administrative support to the adviser team
2. Prepare and process all client documentation accurately and in a timely manner
3. Manage client information and files with precision
4. Liaise with providers and ensure cases progress smoothly
5. Assist advisers in delivering an outstanding client service experience
Requirements
6. Prior experience in an Adviser Support / Client Support / IFA Administration role within a financial-planning firm
7. Strong understanding of financial-planning processes, compliance, and high-quality client service
8. Experience with Curo
9. Excellent organisation, attention to detail, and communication skills
10. Proactive mindset and ability to support advisers efficiently and professionally