Senior Client Services Executive
Location
Caterham, Surrey
Job Type
Full-time
Category
other-general
Posted
June 02, 2026
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 stro...
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 stro...