CKB Recruitment Limited partners with a progressive financial planning firm to recruit a Client Services Associate in Broadway, Worcestershire. You will support advisers with the administration of new and existing business to ensure a smooth client journey.
The role requires prior IFA administration or wealth management experience, excellent organisational skills, and a detail-oriented approach. This is a permanent, full-time position with a competitive salary and benefits.
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IFA Administration & Client Services Specialist in Broadway employer: CKB RECRUITMENT LIMITED
Join a dynamic and ambitious brokerage in Southampton, where your contributions as a Commercial Account Executive will be recognised and rewarded. With a focus on growth and innovation, you'll enjoy the autonomy to shape the future of the business while building meaningful client relationships. This is not just a job; it's an opportunity to be part of a success story and accelerate your career in a supportive and flexible environment.
