Craven Street Wealth is seeking a Client Services Senior Executive to join our growing Client Services team. You will work with financial planners to process new and existing client business, delivering accurate administration and excellent client service.
This full-time permanent role offers flexibility in working patterns and requires ability to train junior staff and contribute to continuous improvement projects within a collaborative environment.
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Senior Client Services Executive, Financial Planning in England employer: Novia Financial plc
Wealthtime, as part of the Quanta group, is an exceptional employer that prioritises a supportive work culture and employee development. With a focus on regulatory compliance, you will have the opportunity to engage in meaningful work while benefiting from a collaborative environment that encourages professional growth and offers unique insights into the financial crime landscape.
