Senior Client Services Executive

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 m...