More jobs:
Client Services Executive & Wealth Planning Specialist
Job in
Leatherhead, Surrey County, KT22, England, UK
Listed on 2026-07-08
Listing for:
Citywide Financial Partners Limited
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services, Financial Sales
Job Description & How to Apply Below
Citywide Financial Partners Limited in Leatherhead is seeking a Client Services Executive/Technical Specialist to enhance client experiences in financial planning. This role involves supporting complex client journeys and mentoring junior team members.
The ideal candidate will have over 4 years of experience in financial services and strong knowledge of financial products and FCA standards. Enjoy the support of a collaborative team and the opportunity for ongoing professional development.
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