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Hybrid IFA Client Services Specialist & Process
Job in
Swanley, Kent County, BR8, England, UK
Listed on 2026-01-22
Listing for:
Sahasraa Solutions
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A national IFA firm is seeking an IFA Client Services Associate in Swanley. This role involves being a crucial link between Financial Advisers, Paraplanners, and clients, ensuring the advice process runs smoothly. You will prepare accurate data for meetings and help maintain quality documentation. Successful candidates will have a strong attention to detail and previous experience in financial services. The position offers a salary between £26,000 and £32,000, along with hybrid working and excellent career progression opportunities.
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