Hybrid IFA Client Services Specialist - Financial Planning
Job in
Talbot Green, Pontyclun, Rhondda Cynon Taf, CF72, Wales, UK
Listed on 2026-03-11
Listing for:
Sahasraa Solutions
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Reporting, Financial Services
Job Description & How to Apply Below
A growing financial advisory firm in the UK is seeking an IFA Client Services Associate to act as a critical link between Financial Advisers, Paraplanners, and clients. The successful candidate will prepare client meeting packs, ensure data accuracy, and facilitate effective communication across departments.
This role offers a competitive salary of £26,000 - £32,000 with substantial benefits, including a hybrid working model after the probation period and excellent career progression opportunities.
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