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IFA Client Services Associate: Streamline Advisory Prep

Job in Talbot Green, Pontyclun, Rhondda Cynon Taf, CF72, Wales, UK
Listing for: Sahasraa Solutions
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services
Salary/Wage Range or Industry Benchmark: 26000 - 32000 GBP Yearly GBP 26000.00 32000.00 YEAR
Job Description & How to Apply Below
Location: Talbot Green

A national IFA firm is looking for an IFA Client Services Associate based in Talbot Green. This role involves being a crucial link between Financial Advisers, Paraplanners, and clients, ensuring accurate and timely client information. The ideal candidate should have experience in financial services administration, demonstrate attention to detail, and enjoy preparing meeting packs. Benefits include a salary range of £26,000 - £32,000, hybrid working after probation, excellent career progression, and various employee benefits.
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Position Requirements
10+ Years work experience
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