https://jobs.co.uk/job/client-services-executive-capio-recruitment-financial-planning--4ce6e589-4f26-4273-88b5-ee2d72915468 RSS feed for Client Services Executive at Capio Recruitment Financial Planning. en-gb Sat, 13 Jun 2026 16:28:37 GMT https://jobs.co.uk/job/client-services-executive-capio-recruitment-financial-planning--4ce6e589-4f26-4273-88b5-ee2d72915468 https://jobs.co.uk/job/client-services-executive-capio-recruitment-financial-planning--4ce6e589-4f26-4273-88b5-ee2d72915468 Sat, 13 Jun 2026 11:51:36 GMT Location: Surrey | Salary: 35000.00-35000.00 Annual | Type: Permanent | 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 opportun... Permanent