Client Support Manager
other jobs Phoenix Talent Partners Job
Added before 8 Days
- England,North West,Cheshire
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
Client Support - Wealth Management - Cheshire
We are partnering with a growing wealth management firm looking for a highly organised Client Support Manager to work with their Financial Advisers in a fast-paced, professional environment.
If you’re detail-driven, thrive on keeping things running smoothly, and enjoy being the backbone of client delivery — this one’s for you.
What you’ll be doing:
Preparing client documentation & meeting packs
Managing correspondence & provider liaison
Maintaining accurate records & workflows
Supporting compliance & regulatory standards
What we’re looking for:
• Strong administrative experience (in financial services)
• Excellent organisation & attention to detail
• Confident communication skills
• Comfortable with Microsoft Office & CRM systems
What’s on offer:
Competitive salary
Generous Holiday Allowance
Pension & protection benefits
Private medical (qualifying period)
Study Support
Long-term career opportunity in a respected advisory firm
Ready for your next move?
Pls reach out for a confidential conversation or submit your cv.
We are partnering with a growing wealth management firm looking for a highly organised Client Support Manager to work with their Financial Advisers in a fast-paced, professional environment.
If you’re detail-driven, thrive on keeping things running smoothly, and enjoy being the backbone of client delivery — this one’s for you.
What you’ll be doing:
Preparing client documentation & meeting packs
Managing correspondence & provider liaison
Maintaining accurate records & workflows
Supporting compliance & regulatory standards
What we’re looking for:
• Strong administrative experience (in financial services)
• Excellent organisation & attention to detail
• Confident communication skills
• Comfortable with Microsoft Office & CRM systems
What’s on offer:
Competitive salary
Generous Holiday Allowance
Pension & protection benefits
Private medical (qualifying period)
Study Support
Long-term career opportunity in a respected advisory firm
Ready for your next move?
Pls reach out for a confidential conversation or submit your cv.
Job number 3453145
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