Client Support Manager

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.