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Client services executive: paraplanner growth in wealth

Leatherhead
Citywide Financial Partners Limited
Client services executive
€37,500 a year
Posted: 10 June
Offer description

Citywide Financial Partners Limited is seeking a Client Services Executive (Junior Paraplanner / Technical Assistant) in Leatherhead, England. This full-time, office-based role involves acting as the main client contact, supporting financial planners, and managing complex account administration. Candidates should have 4+ years in wealth management, strong knowledge of Intelliflo (IO), and excellent problem-solving skills. This position offers professional development and holiday benefits including 25 days plus bank holidays.
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