Client Success Lead, Financial Planning & Onboarding

A financial services firm in the UK is seeking a Senior Client Support Executive to enhance client experiences and support their Financial Planning team. You will play a key role in assisting Financial Planners with client meetings, preparing essential documentation, managing client onboarding processes, and maintaining compliance standards. The ideal candidate will have 3–5 years of experience in Financial Services, strong organisational skills, and proficiency in using client management systems.

This role is office-based in Shrewsbury, offering a collaborative work environment.
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