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Hybrid Wealth Client Services Specialist

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: Oakley Recruitment Limited
Full Time position
Listed on 2026-08-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 26000 - 36000 GBP Yearly GBP 26000.00 36000.00 YEAR
Job Description & How to Apply Below

Oakley Recruitment is partnering with an expanding organisation to recruit an IFA Client Services Administrator on a full-time permanent basis in Bromsgrove. You will be the first point of contact for client queries, delivering excellent client service and supporting advisers with administration, AML checks and new business packs.

The role offers hybrid working opportunities, a contributory pension, medical plan, annual bonus and 25 days’ leave plus bank holidays.

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