Client Support Executive

Bond Recruitment

Full-time Information and Record Clerks
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Location
Alderley Edge, England, United Kingdom
Posted
June 22, 2026

Job Description

Our client is a very well established financial planning firm based in Alderley Edge, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.
They are currently recruiting a Client Support Executive to join their growing team.

About you
To thrive as an Administrator, you will need specific experience and skills. You should be able to tick these boxes:
ยท Administration experience, preferably in a financial planning company
ยท A basic knowledge of investments, pensions and life assurance policies.