Client Services Executive - Financial Planning

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, retirement planning, and property finance — while integrating ESG principles for clients who value responsible investing.

Our financial planning team is growing rapidly, now nearly 50 strong, and we’re proud of the collaborative, values-driven culture we’ve built through organic growth and strategic acquisitions.

We’re now looking for experienced Client Services Executives with a strong background in IFA administration to join our team. In this role, you'll play a key role in delivering an exceptional client experience. Working closely with advisers and administrators, you’ll ensure accurate documentation, timely implementation of recommendations, and compliance with FCA regulations. This is an opportunity to be part of a collaborative, fast-growing team where your work directly supports clients in achieving their financial goals.