Location
Whyteleafe
Job Type
Full-time
Posted
June 08, 2026
Job Description
Are you an experienced Financial Planning Administrator or Client Support professional looking to step into a fast-paced, high-trust role supporting a senior adviser?
We are working with a highly regarded, independent wealth management firm who are looking to appoint a Client Relationship Executive to support the Financial Planning Director on a 1:1 basis. This is a key hire within their Private Client team and offers the opportunity to work closely with high-net-worth clients while playing a central role in delivering an exceptional service.
This is a busy and varied position that would suit someone highly organised, proactive, and confident managing multiple priorities in a fast-moving environment.
Client Relationship Executive – The Role:
You will act as the primary support to a Financial Planning Director, ensuring the smooth running of their client portfolio and day-to-day activities. This includes:
* Managing client relationships and acting as...
We are working with a highly regarded, independent wealth management firm who are looking to appoint a Client Relationship Executive to support the Financial Planning Director on a 1:1 basis. This is a key hire within their Private Client team and offers the opportunity to work closely with high-net-worth clients while playing a central role in delivering an exceptional service.
This is a busy and varied position that would suit someone highly organised, proactive, and confident managing multiple priorities in a fast-moving environment.
Client Relationship Executive – The Role:
You will act as the primary support to a Financial Planning Director, ensuring the smooth running of their client portfolio and day-to-day activities. This includes:
* Managing client relationships and acting as...