Client Service Executive 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

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 have experience winning new business and building long lasting relationships with B2B clients.

You must have a passion for developing business through marketing, community engagement, networking, client meetings, just to name a few - the stronger our presence in the market, the more successful you will be.

Telemarketing Executive / Business Development Representative (Emailing, calling, LinkedIn and Telemarketing)Certain Advantage is hiring for a Telemarketing Executive/Business Development Representative for a fantastic client based in Macclesfield.The role is on a temp to permanent basis, with excellent benefits.£12.64 an hour, plus bonus (Up to £400 a month) The Role:Are you confident on the...

Job Description At ODM Partners, we help shape the leadership teams driving the energy transition and infrastructure investment. As an Associate, you’ll play a key role in the search process, researching markets, engaging exceptional talent, and supporting the delivery of board and C-suite mandates. If you’re seeking more autonomy, pace, and a tangible impact, this is an exciting opportunity to...

About the Role: We’re seeking an experienced Business Development Executive to promote leading-edge printing and document management systems. You’ll help businesses transform how they print while building a rewarding revenue stream for yourself. Perks & Benefits: - Earn 75% on every sale, plus 50% profit share on all recurring service contracts. - Total flexibility—set your hours and work...

Sports Marketing Account Manager (up to £38K) or Senior Account Manager (up to £43K)Wilmslow (4 days in office) We're looking for an AM or SAM to join a growing Sports Marketing agency. You'll not find a more varied or exciting sports marketing role in the North West. Currently at 4 people with great plans to grow in 2026, you're role will be diverse and challenging. Working closely with the...

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...

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.

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...

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...

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 42.5 hours per week on a rotational shift pattern of 5 days on 2 days off. Weekend work is involved. We are the UK’s favourite car-buying service and we are growing FAST! We have over 500 branches and are opening more sites each month We are looking for enthusiastic, passionate, honest, service-driven individuals to join our team.

About the Role: We’re seeking an experienced Business Development Executive to promote leading-edge printing and document management systems. You’ll help businesses transform how they print while building a rewarding revenue stream for yourself. Perks & Benefits: - Earn 75% on every sale, plus 50% profit share on all recurring service contracts. - Total flexibility—set your hours and work...

Telemarketing Executive / Business Development Representative (Emailing, calling, LinkedIn and Telemarketing)Certain Advantage is hiring for a Telemarketing Executive/Business Development Representative for a fantastic client based in Macclesfield.The role is on a temp to permanent basis, with excellent benefits.£12.64 an hour, plus bonus (Up to £400 a month) The Role:Are you confident on the...

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.

About the Role: We are looking for a motivated sales professional to sell innovative printing and document solutions. Enjoy 75% profit on printer/copier sales and recurring income from service contracts. What We Offer: - 75% profit share on equipment - 50% ongoing profit on service contracts - Flexible schedule and work location - Full autonomy with supportive team - Unlimited earning...

About the Role: We are looking for a motivated sales professional to sell innovative printing and document solutions. Enjoy 75% profit on printer/copier sales and recurring income from service contracts. What We Offer: - 75% profit share on equipment - 50% ongoing profit on service contracts - Flexible schedule and work location - Full autonomy with supportive team - Unlimited earning...