Location
Alderley Edge
Job Type
Full-time
Posted
July 04, 2026
Job Description
Our client is a very well established financial planning firm based in Alderley Edge, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.
They are currently recruiting a Client Support Executive to join their growing team.
About you
To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes:
· Administration experience, preferably in a financial planning company
· A basic knowledge of investments, pensions and life assurance policies.