Financial Administrator & Client Support Specialist

The JobsBoard is seeking a Financial Administrator/PA in Macclesfield to support financial planners, maintain client files, grow relationships, and assist in onboarding new clients. You will manage documentation, track progress, and coordinate with advisers and providers to keep cases on track.

Ideal candidates will have strong MS Office skills, excellent communication, and the ability to multitask with discretion and professionalism in a client-facing role.