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Wealth Management Client Services Specialist

Job in Barnstaple, Devon, EX31, England, UK
Listing for: AFH Wealth Management
Full Time position
Listed on 2026-02-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in Barnstaple is looking for a Client Services Executive to provide excellent support to financial advisers and clients. This full-time, permanent role involves client liaison, administration support, and relationship management. Ideal candidates will have experience in financial services and proficient skills in Microsoft Office. The position offers competitive salary, training support, and hybrid working options.
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