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IFA Client Services Associate: Streamline Advisory Prep
Job in
Talbot Green, Pontyclun, Rhondda Cynon Taf, CF72, Wales, UK
Listed on 2026-01-26
Listing for:
Sahasraa Solutions
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services
Job Description & How to Apply Below
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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