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Hybrid ifa client services specialist - financial planning

Talbot Green
Sahasraa Solutions
Client service specialist
€29,000 a year
Posted: 11 March
Offer description

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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