Financial Planning Administrator

We are working with the Wealth Planning arm of a top 20 accountancy practice, providing fully independent, holistic financial advice to an established portfolio of high-net-worth private clients. The business is on a significant growth trajectory, with plans to expand its Wealth Planning team substantially over the coming years. As a result, they are now seeking a Client Services Executive to provide all-round support to two Wealth Planners managing a high-quality client book. This role would s…