Client Support Executive – Financial Planning (South Manchester)

Prestige Recruitment Group has partnered with a financial planning firm in South Manchester to recruit a Client Support Executive. The role supports Financial Planners, handles client administration and new business processing, and ensures accurate service delivery.

You will liaise with clients and product providers, prepare valuations and annual review packs, maintain client records, and help run the client service process smoothly.

#J-18808-Ljbffr…