Client Services Executive

Job Title: Client Services ExecutiveLocation: Surrey (4 days office / 1 day WFH after probation)Salary: £35,000 - £42,000Benefits: 25 days holiday, 5% employer pension contribution, 5% employee pension contribution, critical illness cover, income protection, life assurance.About the CompanyA well-established and growing independent financial planning firm with a strong reputation for delivering high-quality advice to affluent private clients. The business has built a collaborative and supportive culture where employees benefit from close exposure to advisors, broad responsibility, and genuine opportunities for professional development. As the firm continues to grow, it is investing in its Client Services function and creating opportunities for ambitious individuals to expand their technical knowledge and career prospects.Role SummaryThis is a unique Client Services Executive position sitting between traditional wealth management administration and paraplanning. You''ll work closely with advisors, supporting clients through the advice process while gaining exposure to technical work, report writing and financial planning administration. The role offers excellent development opportunities for someone looking to build upon their wealth management experience within a highly collaborative environment.Key Responsibilities• Support Financial Planners with client servicing activities, ensuring a high-quality client experience. • Prepare and process new business, valuations and ..... full job details .....