Client Support Administrator – Financial Planning


Client Support Administrator – Financial Planning – Cheshire          J-472

up to £20,000

Directly authorised, whole of Market IFA practice with a range of local SME corporate, and private clients, with a wide range of funds under management.

Monday -Thursday 8.30 – 5.30
Friday 8.30 – 4.30
Plus some flexible working

Supported, and financed CII self study

25 days holidays, contributary pension and 2 x DIS.

Very vibrant and entreurenurial environment, currently going through a period of expansion, hence recently moving to a brand new beautiful office; this opportunity leaves room for the right individual to grow and develop working with a close team of ambitious, professional individuals. Qualifications and progression is fully supported with ample opportunity to carve a genuine career in financial services.

You will be supporting 2 IFA’s from the very successful advisor team, processing new business, amending policies, speaking to clients, whilst working towards your CII qualifications with added support from the team.

Salary depends on experience with a maximum of 20,000 on entry with regular salary reviews.

Please apply for a full job specification and discussion.

The successful applicant must have a very strong eye for detail. If you would enjoy working alongside highly qualified industry specialists, for a well regarded IFA Practice in a beautiful office in Cheshire please apply for further information, or email

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