client support advisor jobs in Wilmslow

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 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 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 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.

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...

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...

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...

We enjoy working together and can always rely on each other’s support. We like the people we work with and respect how good they are at their jobs. We’re all part of a big network with lots of opportunity, but each location also has its own thriving family, built on co-operation and openness. You’ll be part of a great team who will always support you, and make sure you feel fully informed about...

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

You will support the sales team (BDMs) and clients to ensure enquiries and terms are handled efficiently in a fast-paced, dynamic environment. Key Responsibilities: - Support BDMs with incoming enquiries and deal progression - Ensure documentation and terms are accurate and issued on time

Sales Advisor£26,000 - £28,000Alderley Edge, CheshireDue to expansion, our client are looking for a Sales Advisor to join their team, and as they continue to grow from strength to strength.What we offer: * A great place to work with a friendly and welcoming team * Competitive salary package. * Paid Training * Employee assistance program. * Competitive holiday allowances with the option to buy...

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.

Job Title: People Leader Advisor Contract Type: Permanent Location: Alderley Edge Working style: Hybrid 50% home/office based Closing date: 9th December 2025 Royal London have an exciting opportunity for a People professional to join our People Services Team as a People Leader Advisor. Contributing to the overall People Leader Advisory Service, the People Leader Advisor is the key contact...

The Role As part of our high-performing sales team, you’ll be on the front line of Citation’s growth. You’ll connect with potential clients to showcase how our services can transform their businesses, and you’ll play a pivotal role in our 30th-year celebration of success by driving the next wave of innovation and results. What You’ll Be Doing: Prospecting: Identify and connect with...

Location: Wilmslow, Cheshire Job Type: Full Time, Hybrid Salary: £60,000-70,000 DOE Reporting to: Managing Director ABOUT MAKE EVENTS:     Make Events. That’s what we do.  From Manchester to the World, we make unforgettable events and experiences, everywhere.  Building on our legacy, passion and relationships - we create and produce world-class corporate events and brand experiences that...

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.

Job Description FP&A and Financial Integration Analyst Location: 3 Days Wilmslow HQ, 2 days from home Salary: CompetitiveHeadquartered in Wilmslow and established in 1995, the Citation Group of companies is a growing professional services and compliance business employing over 600 people. The product delivers valuable HR, Employment Law, Health & Safety, ISO and Electrical Safety products and...

The role As a Client Sales Executive you’ll play a vital role in our journey of empowering businesses. By engaging with our existing clients, you’ll uncover their unique needs and showcase how Citation’s additional services can drive their success. Key Responsibilities Client Engagement: Connect with our established client base to understand their business challenges and recommend tailored...

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.