Cranleigh Personnel in London seeks a Senior Client Services Associate to take ownership of client servicing and administration within a growing financial planning business. The role works alongside Advisers and Paraplanners to ensure a high level of client service.
You will prepare portfolio reports, review cash accounts, draft servicing letters, and help develop colleagues while supporting the team with workflow management and process improvements.
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Senior Client Services Lead - Hybrid in London employer: Cranleigh Personnel
Join a dynamic and supportive financial planning firm in Woking, where you'll receive structured training and mentorship from experienced professionals. With a collaborative work culture and regular social events, this company prioritises employee growth and retention, offering a unique blend of close-knit team support and exposure to a vibrant London office. This is an excellent opportunity for those looking to kickstart their career in financial services within a reputable and award-winning business.
