Client Services Executive & Wealth Planning Specialist

Citywide Financial Partners Limited in Leatherhead is seeking a Client Services Executive/Technical Specialist to enhance client experiences in financial planning. This role involves supporting complex client journeys and mentoring junior team members.

The ideal candidate will have over 4 years of experience in financial services and strong knowledge of financial products and FCA standards. Enjoy the support of a collaborative team and the opportunity for ongoing professional development.

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