Client Support Administrator jobs in Handforth

You should be able to tick these boxes:· Administration experience, preferably in a financial planning company · A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

You will work closely with the partners to help develop client relationships, identify new opportunities, and support the ongoing growth of the practice. Key Responsibilities: - Manage a portfolio of owner-managed businesses, SMEs, and limited companies. - Oversee preparation and review of statutory accounts, management accounts, and corporation tax returns.

You will warmly welcome every client, offer expert guidance and support, while confidently managing payments, bookings, and day-to-day coordination through our online scheduling system—so solid computer literacy is essential.

You will work closely and communicate effectively within a supportive team consisting of two other Receptionists, a Practice Manager, a VCA, an RVN, and a Clinical Lead

COMPANY DESCRIPTION At SFA-Connect, we help destinations and venues win the right business. As a specialist business tourism consultancy, we work with venues and destination marketing organisations (DMOs) around the world, providing intelligent research, targeted lead generation, and strategic insight that drives long-term growth. We operate as a true extension of our clients’ teams, tailoring...

A growing accountancy firm in Wilmslow is seeking an experienced Tax Manager. Be one of the first applicants, read the complete overview of the role below, then send your application for consideration. The successful candidate will manage personal tax compliance for a diverse client portfolio, providing tax advisory support and guidance to the team. Ideal candidates will have at least 5 years...

You will be responsible for contacting our current clients and booking in visits for our Field Consultants in line with our service offering, along with embracing our core values through being energetic, positive and supportive to your team, and focused on putting the client at the heart of everything you do.

You will act as the main point of contact for customers, resolving queries, supporting system use, and coordinating with internal teams to maintain high operational standards. Key ResponsibilitiesAct as the primary liaison between clients and internal operations teams. Build and maintain strong working relationships with key customers and stakeholders.

You will work on all aspects of Private Client matters, including but not limited to Wills, Trusts, and Probate.

You will have full legal support from paralegals and secretaries. The firm offers hybrid working and extremely generous annual leave.

Spencer Clarke Group are working with a well known, successful and very modern Accountancy Firm who are recruiting for their office based in Wilmslow. They are going through such positive growth right now and it's great to see! They are searching for an AAT or ACCA qualified or part-qualified or QBE Client Manager to be a strong addition to their team, and take on Senior responsibilities within...

Location WILMSLOW Salary £35000 - £50000 TypePermanent WorkplaceOn-Site Ref89070 Recruiter Managing This Role Client Manager Financial Planning Location: Cheshire Salary: Competitive + benefits An exciting opportunity has arisen for an experienced and client-focused Client Manager to join a highly regarded Chartered Financial Planning firm. The successful individual will play a key role in...

Client Relationship Manager (Hypercare Specialist) Location: Hybrid - 2 days in Wilmslow, 3 days from home Salary: £25k + £8k per annum We're Citation Group. A group of businesses on a mission to make life easier for small and medium-sized companies. We get that running a business is tough. You're spinning plates trying to keep your customers happy, stay on top of rules and regulations, look...

Your newpany Our client is a forward-thinking accountancy and advisory firm dedicated to helping businesses and individuals achieve their financial goals. With a reputation for delivering expert advice and personalised service, the firmbines technical excellence with a deep understanding of client needs, passionate about building long-term relationships and providing proactive solutions across...

Are you ready to play a key role in delivering unforgettable accommodation experiences for global events? We're looking for a proactive and detail-oriented Contract Administrator to join a busy and dynamic Accommodation Services team in Wilmslow. This is your chance to be part of international, high-profile projects where your coordination and admin skills will help ensure world-class service...

Temporary Administrator Start Date: 19th January 2026 Contract: Temporary on going Location: Mostly remote, with occasional travel to Wilmslow Pay: £13.63 per hour (weekly pay) Hours: Monday to Friday, 9am - 5pm (1-hour lunch break) IT Equipment Provided Are you detail-oriented, confident working with data, and comfortable handling sensitive complaints? We're recruiting for a temporary...

You will be responsible for: Processing supplier invoices, purchase orders and payment runs (Accounts Payable). Raising customer invoices, recording payments and supporting credit control (Accounts Receivable). Assisting with payroll administration and maintaining accurate payroll-related records.

What We'll Bring: We Are TransUnion: TransUnion is a major credit reference agency, and we offer specialist services in fraud, identity and risk management, automated decisioning and demographics. We support organisations across a variety of sectors including finance, retail, telecommunications, utilities, gaming, government and insurance. What You'll Bring: We’re looking for a Facilities...

You will be responsible for processing customer files and invoices, you’ll make sure that our stock information is up to date as well as maintain records and an accurate filing system.

You will need to be highly organisedExcellent computer skills. Full driving licence

You will help with the daily running of the practice to ensure a high standard care for Patients and Clients.

You will have an interest in and want to learn about, the practice as a business, as well as how to motivate a team to achieve their personal and practice goals.

You will be fully supported by our Practice Owner who is an experienced vet and holds a Master in Clinical Oncology.

You will work closely with the partners to help develop client relationships, identify new opportunities, and support the ongoing growth of the practice. Key Responsibilities: - Manage a portfolio of owner-managed businesses, SMEs, and limited companies. - Oversee preparation and review of statutory accounts, management accounts, and corporation tax returns.

Are you a positive vet with a growth mindset? Whatever your experience if this sounds like you, we’d love to hear from you! About us Halesowen Vets for Pets has been locally owned for over 8 years by practice owners Michelle and Ian who are both highly experienced surgeons, with Michelle already a certificate holder and Ian in the final stages of completion. Our vets are supported by a highly...