Client Services Executive/Technical Specialist, Wealth Management

Leatherhead, Surrey | Full-time | Career Growth Opportunity

Summary

We are a growing, client-focused wealth management firm committed to exceptional outcomes and long-term relationships. We’re looking for a proactive Client Services Executive / Technical Specialist to play a key role in delivering outstanding client experiences and support our continued growth.

Company Description

At Citywide Financial Partners, exceptional client service sits at the heart of everything we do. We are an independent firm offering bespoke financial planning and wealth management services, built around how our clients want to live their lives - there are no short-term transactions here, we partner for the long-term. We’re looking for a proactive Client Services Executive / Technical Specialist to play a key role in delivering outstanding client experiences and support our continued growth.

Citywide was founded in 2004 and consistently ranked among the UK’s top 10% wealth managers*.

Role Description

This is a full-time, on-site role for a Client Services Executive (Technical Assistant), based in our modern offices in Surrey, which has free parking. There's potential for one work-from-home day after the probation period.

If you thrive in a client-focused role, enjoy taking ownership, and want to play a meaningful part in delivering outstanding financial planning experiences, this could be your next step.

Why This Role?

• Be the bridge between clients and advisers

• Take ownership of client journeys and complex processes

• Contribute to financial planning, research and reporting

• Mentor junior team members

• Gain exposure to end-to-end wealth management

What You’ll Bring

• 4+ years in financial services, preferably Wealth Management

• Strong knowledge of financial products and FCA regulations

• Experience with Intelligent Office (IO) (essential)

• Excellent organisation and attention to detail

• Passion for delivering exceptional client outcomes

What You’ll Gain

• Supportive, collaborative team culture

• Career progression and development opportunities

• Professional qualification support

• Competitive salary and benefits

• A culture that values integrity and success

Ready to take the next step in your career?

Send your CV to ***email_hidden***

Or messsage us on LinkedIn for a confidential chat.

We work with established and trusted recruitment partners. Therefore, no speculative CVs from agencies accepted.

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*Albion surveys/data on wealth management firms for performance