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Wealth Management Financial Advisor

Hybrid Senior Client Executive - Wealth Planning Specialist

Job in Worthing, West Sussex, BN91, England, UK
Listing for: Progeny
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Worthing seeks a Senior Financial Planning Administrator to enhance client experiences and manage complex portfolios. Candidates need at least 3 years of relevant experience and an ability to build strong relationships. This role involves client service, documentation management, and training others within the team. Hybrid working is supported, along with comprehensive benefits including private medical insurance, generous holiday allowance, and a supportive work environment.
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Position Requirements
10+ Years work experience
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