Client Services Executive: Paraplanner in Wealth

Job in Leatherhead, Surrey County, KT22, England, UK

Listing for: Citywide Financial Partners Limited

Full Time position
Listed on 2026-10-12

Job specializations:

Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services

Salary/Wage Range or Industry Benchmark: 30000 - 45000 GBP Yearly GBP 30000.00 45000.00 YEAR

Citywide Financial Partners Limited is seeking a Client Services Executive (Junior Paraplanner / Technical Assistant) in Leatherhead, England. This full-time, office-based role involves acting as the main client contact, supporting financial planners, and managing complex account administration. Candidates should have 4+ years in wealth management, strong knowledge of Intelliflo (IO), and excellent problem-solving skills. This position offers professional development and holiday benefits including 25 days plus bank holidays.
We are currently recruiting a Client Services Executive:
Paraplanner Growth in Wealth for our team in Leatherhead, England, United Kingdom. This posting is for the Client Services Executive:
Paraplanner Growth in Wealth role at Citywide Financial Partners Limited, based in Leatherhead, England, United Kingdom. We are looking to fill the Client Services Executive:
Paraplanner Growth in Wealth position at Citywide Financial Partners Limited in Leatherhead, England, United Kingdom.

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