At a Glance
- Tasks: Enhance client experiences in financial planning and support complex client journeys.
- Company: Citywide Financial Partners Limited, a supportive and collaborative team in Leatherhead.
- Benefits: Ongoing professional development and mentorship opportunities.
- Other info: Join a dynamic team with a focus on collaboration and client success.
- Why this job: Make a real difference in clients' financial journeys while growing your expertise.
- Qualifications: Over 4 years of experience in financial services and strong knowledge of financial products.
The predicted salary is between 35000 - 45000 £ per year.
Citywide Financial Partners Limited in Leatherhead is seeking a Client Services Executive/Technical Specialist to enhance client experiences in financial planning.
This role involves supporting complex client journeys and mentoring junior team members.
The ideal candidate will have over 4 years of experience in financial services and strong knowledge of financial products and FCA standards.
Enjoy the support of a collaborative team and the opportunity for ongoing professional development.
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Client Services Executive & Wealth Planning Specialist in Leatherhead employer: Citywide Financial Partners Limited
Citywide Financial Partners Limited is an exceptional employer located in Leatherhead, offering a dynamic work environment where collaboration and professional growth are at the forefront. As a Client Services Executive/Wealth Planning Specialist, you will benefit from a supportive team culture, ongoing training opportunities, and the chance to mentor junior colleagues, making your role both impactful and rewarding.
Contact Details:
Citywide Financial Partners Limited Recruitment Team
