Senior Wealth Management Client Services Lead

YourRecruit is seeking a Senior Client Services Executive in Caterham Valley, England, to support a Financial Planning Director. This role involves managing high-net-worth client portfolios and ensuring exceptional client experiences. Candidates should have strong experience in financial planning, excellent organizational skills, and resilience in a high-pressure environment. The position offers a competitive salary up to £42,000, a comprehensive benefits package, and opportunities for hybrid working after probation.
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