Wealth Planning: Client Experience Specialist
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-13
Listing for:
Octopus Money
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Greater London is seeking a Client Support Executive in Wealth Planning. This role focuses on delivering exceptional client service through seamless onboarding and precise administration. We're looking for someone with at least 2 years’ experience in financial services who is detail-oriented and committed to providing outstanding support. The position offers a salary of £30,000 - £40,000 and includes generous benefits like flexible working and professional development opportunities.
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