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Ifa client services associate: streamline advisory prep

Talbot Green
Permanent
Sahasraa Solutions
Service
€29,000 a year
Posted: 25 January
Offer description

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. #J-18808-Ljbffr

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