Client Success Lead – Financial Planning in Hawarden

Client Success Lead – Financial Planning in Hawarden

Hawarden Full-Time No working from home possible
Prestige Recruitment Group

Prestige Recruitment Group in Deeside, North Wales, is seeking an experienced IFA Administrator for a hybrid working role. In this position, you will bridge the gap between clients and advisers, managing client portfolios and assisting in the delivery of high-quality financial advice.

The ideal candidate should have experience in financial planning, strong knowledge of pensions and investments, as well as excellent communication and organisational skills. This role offers progression towards a more client-facing position within a supportive environment.

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Prestige Recruitment Group

Contact Details:

Prestige Recruitment Group Recruitment Team