Client Services Executive​/Technical Specialist

Client Services Executive/Technical Specialist

Location:

Leatherhead, Surrey

Hours:

Full-time (office-based, 1 day wfh)

At Citywide Financial Partners, we believe exceptional client service sits at the heart of everything we do. We are an independent firm, offering bespoke financial planning and wealth management services built around how our clients want to live their lives. There are no short-term transactions here; we partner for the long-term and support clients with their complex and evolving needs.

We’re growing, and looking for a passionate and experienced Client Services Executive / Technical Specialist to join our forward-thinking and collaborative team. If you thrive in a client-focused role, enjoy taking ownership, and want to play a meaningful part in delivering outstanding financial planning experiences, this could be your next step.

Why this role stands out

This is more than a support role, it’s a pivotal position where you’ll:

• Act as a trusted bridge between clients and advisers
• Take ownership of complex client journeys and financial planning processes
• Contribute to high-quality advice through research, analysis, and reporting
• Help mentor junior team members and influence service improvements
• Gain exposure to end-to-end wealth management and strategy

What you Bring

• 4+ years’ experience in financial services (wealth management or financial planning preferred)
• Experience with Intelligent Office (IO) is essential
• Strong working knowledge of financial products and FCA standards
• A proactive mindset, with excellent attention to detail

What you’ll gain

• A supportive and ambitious team environment
• Opportunities to grow your technical expertise and client relationship skills
• Ongoing professional development and qualification support
• Competitive salary and benefits package
• A culture that values integrity, collaboration, and success

At Citywide Financial Partners, you’ll become part of a thriving team that:

• Puts clients first, always
• Invests in people and their long-term careers
• Celebrates success and encourages innovation
• Builds meaningful, lasting relationships

We work with established and trusted recruitment partners. Therefore, no speculative CVs from agencies accepted.