Client Services Executive - London
2 weeks ago

Description
We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a client-first approach, ethical practice, and continuous professional development. We provide holistic financial planning — covering wealth management, family protection,+ Key Responsibilities
- Act as a primary point of contact for clients,
- Prepare documentation and meeting packs for adviser/client appointments,
Job description
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