Client Services Executive (Junior Paraplanner / Technical Assistant)
Location: Leatherhead, Surrey
Hours: Full-time (office-based, 1 day wfh)
Citywide Financial Partners is growing — andwe’relooking for an exceptionaland experienced Client Services Executive (CSE) to join our high-performing wealth management team. If you’re proactive, detail‑driven and passionate about delivering outstanding client experiences, this is a fantastic opportunity to step into a senior support role.
What You’ll Do
As a key member of the Client Services Team, you will:
* Act as the main contact for clients, ensuring a seamless and professional journey
* Support Financial Planners with client analysis, research, and preparationand writingof reports
* Lead client onboarding and manage complex account administration
* Maintainaccuraterecords and ensure compliance with FCA regulations
* Mentor junior team members and contribute to process improvements
* Oversee documentation, annual tax allowance planning, and cashflow forecasting
What You Bring
* 4+ years’ experience inwealth management
* Strong knowledge ofIntelliflo(IO); Voyant desirable
* RO1 –RO3minimumand the desire to progress towardsfurtherCII/CISI qualifications (or equivalent)
* Excellent communication,organisation, and problem‑solving skills
* High attention to detail and ability to work independentlyConfident with numbers and creatingaccuratedocumentation
* Right to work in the UK
What We Offer
* 25 days holiday + bank holidays (+additionaldays with service)
* Professional development and qualification support
* Regular team socials
* Full time, office based role with the potential for one day WFH after probation
Ready to grow your career?
Apply today or share with someone who’d be a great fit.
We work with established and trusted recruitment partners. Therefore, no speculative CVs from agencies accepted.
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