At a Glance
- Tasks: Support high-net-worth clients with financial advice and report writing.
- Company: Boutique wealth management firm with a strong community focus.
- Benefits: Competitive salary, ongoing professional development, and supportive team environment.
- Other info: Great opportunities for career progression and personal development.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Organised, pragmatic, and studying towards a Level 4 diploma in finance.
The predicted salary is between 35000 - 45000 £ per year.
Client Services Administrator/Junior Paraplanner in a Boutique Wealth Management Firm.
Working with HNW and UHNW clients in Leatherhead Offices (Surrey) with a salary range of £35k - £45k plus benefits.
My client is a Chartered independent wealth planning firm with offices near Leatherhead. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across Surrey, Sussex, Kent, and London. They manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested.
The firm provides advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning, and protections. They have longstanding relationships stretching back 20 years and are very engaged in the local community, placing exceptional customer satisfaction at the top of their priorities, resulting in a high rate of retention.
The support team comprises an experienced group of Administrators and Paraplanners who are encouraged to progress and develop as both professionals and individuals through ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring smooth functioning.
The CEO is creating a brand-new role for Client Services Executive/Junior Paraplanner who is pragmatic, organised, and can contribute within the office environment. The role will sit within the client services team, involving end-to-end report writing on a range of financial products, managing existing client accounts, acting as a point of contact for providers and clients, and assisting with the compilation of appropriate advice.
You will be actively studying towards your level 4 diploma, either via CII, CISI, or LIBF, and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous.
If this role sounds of interest or if you would like to know about any other roles I am working on, please get in touch.
Client Service Executive in Surrey employer: Financial Divisions
This boutique wealth management firm in Leatherhead offers a dynamic and supportive work environment, prioritising exceptional customer satisfaction and community engagement. Employees benefit from ongoing professional development opportunities, including support for industry qualifications, while working closely with high-net-worth clients in a collaborative team setting. With a strong emphasis on employee growth and a commitment to maintaining long-standing client relationships, this firm is an excellent employer for those seeking a meaningful career in financial services.
