Senior Client Executive – Complex Financial Planning

A leading financial services firm in the UK is looking for a Senior Financial Planning Administrator to enhance client experiences and manage complex portfolios. The role requires 3+ years' experience in financial planning, strong relationship-building skills, and a commitment to delivering high-quality work. Key responsibilities include managing complex cases, mentoring colleagues, and ensuring operational excellence through effective client interactions. This is a full-time position with various employee benefits including private medical insurance and generous leave policies.
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