Opportunity Description
Job Title: Client Services Executive
Location: Surrey (4 days office / 1 day WFH after probation)
Salary: GBP35,000 - GBP42,000
Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance.
About the Company
A well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects.
Role Summary
This is a unique Client Services Executive pos...
Ready to Apply?
Submit your application for Client Services Executive at Capio Recruitment Financial Planning
Apply for this Position