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.
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Client Support Executive – Financial Planning (South Manchester) in Alderley Edge employer: Prestige Recruitment Group
Prestige Recruitment Group is an exceptional employer located in the vibrant city of Liverpool, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from continuous professional development opportunities, allowing for personal growth while contributing to meaningful financial education initiatives. With a focus on creativity and impactful content creation, this role provides a unique chance to blend financial expertise with engaging storytelling in a supportive environment.
Contact Details:
Prestige Recruitment Group Recruitment Team
