Client Services Executive (Junior Paraplanner / Technical Assistant)

Citywide Financial Partners Limited; Leatherhead; Hybrid; GBP 30.000 - 45.000; Vollzeit

Benefits dieser Stelle

25 days holiday + bank holidays

Professional development support

Regular team socials

Zusammenfassung

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.

Qualifikationen

• 4+ years' experience in wealth management.
• Strong knowledge of Intelliflo (IO) and familiarity with Voyant is desirable.
• Desire to progress towards further CII/CISI qualifications (or equivalent).

Aufgaben

• Act as the main contact for clients, ensuring a seamless and professional journey.
• Support Financial Planners with client analysis, research, and preparation of reports.
• Lead client onboarding and manage complex account administration.
• Maintain accurate records and ensure compliance with FCA regulations.
• Mentor junior team members and contribute to process improvements.
• Oversee documentation, tax planning, and cashflow forecasting.

Kenntnisse

Wealth management experience

Intelliflo knowledge

Excellent communication

Problem-solving skills

Ausbildung

RO1 – RO3 qualifications

Tools

Intelliflo

Voyant

Jobbeschreibung

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.