Senior Client Services Executive — Wealth Planning Support

Wealthtime is seeking a highly motivated Client Services Senior Executive to join their growing Client Services team in Oxford. This role involves collaborating with financial planners to provide excellent client administration support and ensuring satisfaction among clients.

Ideal candidates should have relevant experience in financial services, a strong educational background including A Levels, and skills in Microsoft Office and Intelliflo. The position offers a full-time, permanent contract with a focus on mentorship and training junior members.

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