Sarafin Partners is seeking a Senior Client Relationship Manager to join its independent financial planning practice in the UK. You will work closely with a senior Financial Planner, owning administration and ongoing servicing of HNW client relationships, delivering a highly personal service and discreet support.
In this role, you will manage onboarding, annual reviews, and ongoing client activity, coordinating meetings and documentation while liaising with platforms and advisers to ensure a
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UHNW Client Relationship Leader — Wealth Planning in England employer: Sarafin Partners
Sarafin Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and professional growth within its London-based finance team. Employees benefit from exposure to international finance operations, multi-currency transactions, and the opportunity to develop their skills while working closely with experienced colleagues in a supportive environment. With a commitment to employee development and a focus on meaningful contributions, Sarafin Partners stands out as a rewarding place to advance your career in finance.
