Placr Recruitment is recruiting on behalf of a growing financial planning firm for a Senior Client Services Executive. You will own client administration, manage complex cases, and support advisers and paraplanners to deliver a high standard of service.
You will coordinate administration across pensions and investments, acting as a confident point of contact for clients and providers. Strong organizational skills and a collaborative approach are essential in this wealth management environment.
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Senior Client Services Lead for Wealth Management in Haywards Heath employer: Placr Recruitment
Placr Recruitment is an excellent employer, offering a dynamic work culture that values flexibility and employee growth. With the opportunity for hybrid working in the vibrant city of Brighton, employees benefit from a supportive team environment and access to ongoing professional development, making it a rewarding place to advance your career in payroll administration.