Advisor Client support
Job in
Alderley Edge, Cheshire, SK9, England, UK
Listed on 2026-06-13
Listing for:
Thrive by Chorni Ltd
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Financial Advisor
Job Description & How to Apply Below
Advisor Client Suppport
An excellent opportunity to join a well respected Wealth Planning business based in Alderley Edge.
You will be responsible for day-to-day administration involved in servicing clients and writing new business. You will will work closely with a financial planner and associate financial planner to service a defined client bank.
Duties Include:
- Ensuring that all company processes are adhered to.
- Ensuring that all communications are recorded and indexed in the document management system (SharePoint)
- Ensuring immaculate and up-to-date records on the back-office system (Curo)
- Managing and maintaining a task list within Curo and Outlook.
- New business processing, completing forms and submitting to financial product providers.
- Producing valuations
- Production of Annual Planning Meeting (APM) preparation pack.
- General administration and processing.
You must have strong attention to detail and proven experience within a Financial Advisory Firm.
management planning admin
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