Job Title

Were Hiring: Client Relationship Assistant Based in Macclesfield | Full-Time | Permanent Role 25,000 27,500 (DOE) Are you the kind of person who loves keeping things running smoothly, chatting to people, and making sure every client has a brilliant experience? Were working with a friendly, well-established business in Macclesfield thats growing their team and theyre on the lookout for a Client Relationship Assistant whos confident, organised, and always one step ahead. Youll be supporting the Client Relationship Manager and acting as a key point of contact for clients from first enquiry right through to post-completion check-ins. If youre proactive, detail-focused, and not afraid to pick up the phone, this could be a fantastic fit. What Youll Be Doing: Handling inbound client enquiries via phone and email Booking appointments and allocating clients to the right adviser Contacting existing clients ahead of renewals Following up with clients post-completion to check in and gather reviews Scheduling annual reviews and following up on warm leads Supporting client engagement on social media (a little creativity goes a long way!) Logging all contact activity accurately Managing introducer commission payments Providing admin support to advisers updating client records, chasing providers, etc. Were Looking For Someone Who: Communicates clearly and makes people feel at ease Is client-focused, reliable, and brings positive energy to the team Loves being organised and keeping everything on track Has great attention to detail and confidence with numbers Picks up new systems quickly Has an interest in social media and client engagement Is naturally proactive and always looking to improve how things are done Start date: ASAP Please note: You must have the right to work in the UK.