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IFA Client Services Associate - Hybrid & Path
Job in
Merthyr Tydfil, Merthyr Tydfil County, CF47, Wales, UK
Listed on 2026-01-17
Listing for:
Premier Jobs UK
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A national IFA firm is searching for an IFA Client Services Associate. This pivotal role requires an individual to oversee the advice process, ensuring it runs smoothly through meticulous preparation for client meetings and effective communication with advisers and clients. The successful candidate will have experience in financial services administration and knowledge of financial planning. This position offers a salary between £26,000 and £32,000, along with comprehensive benefits and opportunities for career progression.
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Position Requirements
10+ Years
work experience
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