Placr Recruitment is recruiting on behalf of an established financial planning firm for a Senior Client Services Executive. Location is Haywards Heath; salary up to £38,000 per year, depending on experience.
You will own client administration, progress cases, and support advisers and paraplanners. You will coordinate pensions, investments and broader financial planning activities, build strong client relationships, and help improve processes while maintaining compliance and accurate records in
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As a Senior Client Services Lead - Wealth Planning, you will play an important part at Placr Recruitment in Haywards Heath, England, United Kingdom.
The Senior Client Services Lead - Wealth Planning position in the Management & Operations, Sales field is open for applications.
We have an opening for a Senior Client Services Lead - Wealth Planning in Haywards Heath, England, United Kingdom within Management & Operations, Sales.