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Client Support Administrator - Altrincham

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Blakemore Recruitment
📍 Altrincham, United Kingdom
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Location Altrincham
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Posted June 16, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.

Job Purpose


To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.


Responsibilities 

  • Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up correctly

  • Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings

  • Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs

  • Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking...

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    📍 Location Details

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    City
    Altrincham
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    Country
    United Kingdom
    🚗
    Commute
    Local Area

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