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Client Services Executive & Paraplanner - Wealth Management
Citywide Financial Partners
Candidates should have over 4 years of wealth management experience, strong knowledge of Intelliflo, and excellent communication skills. A financial planning firm in Leatherhead is seeking a...
Client Services Executive & Paraplanner - Wealth Management
Citywide Financial Partners
Updated 1 hour agoAbout this role
About the Company
Citywide Financial Partners is a financial planning firm dedicated to enhancing client experiences through personalised service and expert guidance.
Key Highlights
- ✓ Requires over 4 years of wealth management experience
- ✓ Strong knowledge of Intelliflo essential
- ✓ Excellent communication skills are a must
- ✓ Opportunity to support financial planners directly
- ✓ Located in Leatherhead, offering a professional environment
💡 Honest Take: This role is suited for experienced professionals in wealth management, but competition may be high given the specific skill requirements and local job market conditions.
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