Eventus Recruitment Cheshire are seeking a Financial Planning Client Administrator to join a dynamic and fast-paced team in Congleton, Cheshire.
Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Wealth Managers.
You will be responsible for the impeccable management of business submission, preparing adviser meetings packs, ensuring client records remain accurate and complete, and managing a high level of plan information requests (Letters of Authority).
My client has evolved from a gas-focused company into a comprehensive provider of utility systems, including installation, maintenance, and repair.
They champion energy efficiency, decarbonization, and modernization of heating and lighting systems across domestic, social housing, commercial, and industrial sectors.
We are currently recruiting for a Business Development Manager to effectively grow our client's current market share within the Swimming and Timing products marketplace and to generate sales to the agreed levels.