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Financial Planning Client Services Specialist

Job in Chorley, Lancashire, WS13, England, UK
Listing for: Heat Recruitment
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Job Description & How to Apply Below
A financial services firm based in Chorley is seeking a motivated Client Services Administrator to join their team. This role involves supporting advisers and clients, maintaining accurate client files, and ensuring compliance with financial regulations. The ideal candidate has a strong administrative background, excellent communication skills, and proficiency in Microsoft Office. This position offers opportunities for career progression and development within the financial services sector, while contributing to a supportive team environment.
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