Client Services Specialist - Hybrid Wealth Planning
Remote / Online - Candidates ideally in
Henley-in-Arden, Stratford-upon-Avon, Warwickshire, CV37, England, UK
Listed on 2026-06-11
Henley-in-Arden, Stratford-upon-Avon, Warwickshire, CV37, England, UK
Listing for:
Totality Wealth
Full Time, Remote/Work from Home
position Listed on 2026-06-11
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Totality Wealth is seeking a Client Services Administrator to deliver exceptional service and support advisers. Responsibilities include client support, case management, and administrative tasks. This hybrid role allows for remote work with regular office visits in Henley-in-Arden.
The ideal candidate will have financial services experience, strong organizational skills, and a proactive attitude. The position offers a salary of up to £35,000 per annum and a comprehensive benefits package, including 25 days’ holiday and support for professional development.
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