UHNW Client Relationship Leader — Wealth Planning

Sarafin Partners is seeking a Senior Client Relationship Manager to join its independent financial planning practice in the UK. You will work closely with a senior Financial Planner, owning administration and ongoing servicing of HNW client relationships, delivering a highly personal service and discreet support.

In this role, you will manage onboarding, annual reviews, and ongoing client activity, coordinating meetings and documentation while liaising with platforms and advisers to ensure a

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