Client Services Executive: Paraplanner Growth in Wealth

Citywide Financial Partners Limited; Leatherhead; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Professional development support

Regular team socials

Job summary

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.

Qualifications

• 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).

Responsibilities

• 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.

Skills

Wealth management experience

Intelliflo knowledge

Excellent communication

Problem-solving skills

Education

RO1 – RO3 qualifications

Tools

Intelliflo

Voyant

Job 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.