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Client services lead — financial planning support

Oxford
Craven Street Wealth
Financial planner
€32,500 a year
Posted: 17 June
The role

Craven Street Wealth is seeking a motivated Client Services Senior Executive to provide administration support and enhance client relationships. The role includes collaborating with financial planners and resolving client queries while training junior team members.

Successful candidates will have at least four years of experience in financial services and proficiency in Microsoft Office and Intelliflo. Benefits include a 5% pension contribution, occupational sick pay, and 26 days leave, alongside a competitive salary range between £30,000 and £35,000.

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