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Senior Client Services Executive

Job Posted: 8 days ago

Salary: £ 35,000 - 42,000 / Annum
Job Type: Permanent
Location: CR3, Caterham, Surrey

Expire in: 20 days

Job Description

Are you an experienced Client Services professional within wealth management looking for a high-trust, fast-paced role supporting a senior adviser?

We are working with a highly respected, independent wealth management firm who are looking to appoint a Senior Client Services Executive to support a Financial Planning Director on a 1:1 basis. This is a pivotal role within their Private Client team, working closely with high-net-worth clients and playing a key role in delivering an exceptional client experience.

This position requires a confident, highly organised individual who can operate under pressure, take ownership, and stay one step ahead in a demanding environment.

The Role

As Senior Client Services Executive, you will act as the primary support to a Financial Planning Director, taking full responsibility for the day-to-day management of their client portfolio. This includes:

  * Acting as the main point of contact for clients and maintaining strong relationships

  * Managing client communications and ensuring a seamless service throughout

  * Preparing, checking, and overseeing client documentation

  * Full diary and workflow management, ensuring the adviser is fully prepared

  * Liaising with providers and managing business processing across platforms

  * Maintaining strict adherence to compliance and regulatory standards

  * Proactively managing priorities in a fast-moving environment

About You

  * Strong experience within financial planning / wealth management

  * Proven background supporting advisers and managing client relationships

  * Highly organised with the ability to manage competing demands

  * Resilient, confident, and able to work in a high-pressure environment

  * Excellent attention to detail and strong problem-solving ability

  * Professional and confident communicator

What’s on Offer

  * Salary up to £42,000 depending on experience

  * Comprehensive benefits package

  * Hybrid working after probation (initially office-based)

  * Opportunity to work closely with a senior adviser and HNW clients

  * Stable, supportive team within a growing firm

This role suits someone who thrives in a demanding environment, enjoys taking ownership, and wants to play a central role in a high-performing team.

For your information:

*Interested? Please send your CV in as a Word format only

**Please only apply if you are already eligible to work in the UK (indefinitely & without sponsorship)

***Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee

Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file and contact you with suitable vacancies.

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