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- Tasks: Be the go-to person for clients and support Financial Planners with analysis and reports.
- Company: Join a growing wealth management team at Citywide Financial Partners.
- Benefits: Enjoy 25 days holiday, professional development, and team socials.
- Other info: Office-based with one day WFH after probation and great career growth opportunities.
- Why this job: Step into a senior support role and make a real impact on client experiences.
- Qualifications: 4+ years in wealth management and strong knowledge of Intelliflo.
The predicted salary is between 30000 - 40000 £ per year.
Location: Leatherhead, Surrey
Hours: Full-time (office-based, 1 day wfh)
Citywide Financial Partners is growing — and we’re looking for an exceptional and experienced Client Services Executive (CSE) to join our high‑performing wealth management team. If you’re proactive, detail‑driven and passionate about delivering outstanding client experiences, this is a fantastic opportunity to step into a senior support role.
What You’ll Do
- Act as the main contact for clients, ensuring a seamless and professional journey
- Support Financial Planners with client analysis, research, and preparation and writing of reports
- Lead client onboarding and manage complex account administration
- Maintain accurate records and ensure compliance with FCA regulations
- Mentor junior team members and contribute to process improvements
- Oversee documentation, annual tax allowance planning, and cashflow forecasting
What You Bring
- 4+ years’ experience in wealth management
- Strong knowledge of Intelliflo (IO); Voyant desirable
- RO1 – RO3 minimum and the desire to progress towards further CII/CISI qualifications (or equivalent)
- Excellent communication, organisation, and problem‑solving skills
- High attention to detail and ability to work independently
- Confident with numbers and creating accurate documentation
- Right to work in the UK
What We Offer
- 25 days holiday + bank holidays (+additional days with service)
- Professional development and qualification support
- Regular team socials
- Full time, office based role with the potential for one day WFH after probation
Ready to grow your career? Apply today or share with someone who’d be a great fit.
Client Services Executive (Junior Paraplanner / Technical Assistant) in Leatherhead employer: Citywide Financial Partners Limited
Contact Detail:
Citywide Financial Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive (Junior Paraplanner / Technical Assistant) in Leatherhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Client Services Executive role.
✨Tip Number 2
Prepare for interviews by researching Citywide Financial Partners thoroughly. Understand their values, services, and recent news. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a CSE, you'll need to convey complex information clearly. Try mock interviews with friends or use online resources to refine your ability to explain financial concepts simply and effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Services Executive (Junior Paraplanner / Technical Assistant) in Leatherhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight your experience in wealth management and any relevant qualifications, like RO1-RO3. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about delivering outstanding client experiences and how you can contribute to our team. Keep it professional but let your personality show through!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their documents are polished and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Citywide Financial Partners Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and the specific tools mentioned in the job description, like Intelliflo and Voyant. Being able to discuss these confidently will show that you're serious about the role.
✨Showcase Your Communication Skills
As a Client Services Executive, communication is key. Prepare examples of how you've effectively communicated with clients or team members in the past. This will demonstrate your ability to ensure a seamless client journey.
✨Be Detail-Oriented
Highlight your attention to detail by discussing past experiences where this skill was crucial. Whether it’s maintaining accurate records or ensuring compliance, showing that you can manage complex information is vital.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest but also helps you gauge if the company is the right fit for you.