Client Service Executive

Client Services Administrator/Junior ParaplannerBoutique Wealth Management FirmWorking with HNW and UHNW clientsLeatherhead Offices (Surrey)£35k - £45k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £8m invested. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The business is very engaged in the local community and place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business.The CEO is creating a brand-new role for Client Services Executive/Junior Paraplanner who is pragmatic, organised and can "muck in" within ..... full job details .....