Integro Partners in Alderley Edge, Cheshire, is seeking a Client Services Administrator to support the administration of new and existing business within a financial planning firm. You will work closely with Financial Planners to deliver an exceptional client experience and ensure records are maintained to the highest standard.
Key duties include processing new business, preparing valuations, managing day-to-day client administration, and liaising with providers.
#J-18808-LjbffrClient Services Admin – Financial Planning, Alderley Edge employer: Integro Partners
Join a respected wealth management firm in Balsall Common, where you will be part of a professional and client-focused team dedicated to delivering exceptional financial advice. With a competitive salary and comprehensive benefits, you'll enjoy a supportive work culture that fosters collaboration and long-term career development, allowing you to thrive as you build meaningful relationships with clients.
