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Client services specialist - hybrid wealth planning

Henley-in-arden
Totality Wealth
Client service specialist
Posted: 20h ago
Offer description

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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