Client Relationship Executive – IFA & Wealth Planning

Client Relationship Executive – IFA & Wealth Planning

Capio Recruitment Financial Planning | City Of London, ENG, GB

Posted 2 days ago

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Description

Capio Recruitment Financial Planning is seeking a Senior IFA Administrator in London. You will become the trusted point of contact for a portfolio of clients, working closely with Financial Advisers to deliver an outstanding ongoing service while strengthening long-term client relationships.

This is a senior role, not a junior administrator. The successful candidate will have strong industry experience, a proactive mindset and enjoy working directly with clients to enhance the client experience

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