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Wealth Client Services Specialist - Paraplanning Pathway
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-15
Listing for:
Capio Recruitment Financial Planning
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
Capio Recruitment Financial Planning is seeking a Client Services Executive in Surrey, offering a dynamic role focused on supporting financial planners and enhancing client experiences. This position involves managing client portfolios and preparing technical documentation within a collaborative team environment.
The ideal candidate will have experience in wealth management and progress toward the CII Diploma. The role includes benefits such as 25 days holiday and pension contributions.
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