UHNW Client Relationship Leader — Wealth Planning
Listed on 2026-10-09
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Finance & Banking
Wealth Management
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
We are looking to fill the UHNW Client Relationship Leader — Wealth Planning position at Sarafin Partners in England, United Kingdom.
Are you ready to take on the UHNW Client Relationship Leader — Wealth Planning role at Sarafin Partners?
We would love to welcome a new UHNW Client Relationship Leader — Wealth Planning to our group in England, United Kingdom.
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