Moore Kingston Smith is seeking a Client Services Executive to support two Wealth Planners and manage a high-quality client book. The role offers a hybrid pattern (3 days in office, 2 from home) with a clear pathway to a Paraplanner and adviser level over 12–18 months.
The successful candidate will handle end-to-end admin, prepare meeting packs and valuations, and ensure FCA compliance. A strong service mindset and IT literacy are essential for success.
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Wealth Planning Client Services Exec — Path to Paraplanner employer: mbf
MBF in Leeds is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth within the private wealth sector. With a commitment to employee development, including study support for further qualifications, and a prime office location in the heart of Leeds city centre, we provide a rewarding environment where your expertise in paraplanning can truly thrive.
