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For Companies At a Glance
- Tasks: Support clients and Financial Planners, manage onboarding, and ensure compliance.
- Company: Join a growing wealth management team in Leatherhead.
- Benefits: 25 days holiday, professional development, and team socials.
- Other info: Office-based with one day WFH after probation.
- Why this job: Step into a senior support role and make a real impact.
- Qualifications: 4+ years in wealth management and strong communication skills.
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. We work with established and trusted recruitment partners. Therefore, no speculative CVs from agencies accepted.
Client Services Executive (Junior Paraplanner / Technical Assistant) in Surrey 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 Surrey
✨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 hunt for a Client Services Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Citywide Financial Partners and understanding their values and services. Tailor your responses to show how your experience aligns with their needs, especially in client onboarding and compliance.
✨Tip Number 3
Practice your communication skills! As a CSE, you'll need to convey complex information clearly. Consider mock interviews with friends or family 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 seen by the right people. Plus, it shows you're genuinely interested in joining our team at Citywide Financial Partners.
We think you need these skills to ace Client Services Executive (Junior Paraplanner / Technical Assistant) in Surrey
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. When you submit your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their documentation is accurate and polished.
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 proactive, which we love!
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 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 help demonstrate your ability to ensure a seamless client journey.
✨Be Detail-Oriented
Highlight your attention to detail during the interview. You might want to share specific instances where your meticulousness made a difference, especially in documentation or compliance tasks. This aligns perfectly with what they’re looking for!
✨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.