Client Relationship Specialist - Financial Services IO
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-09-01
Listing for:
Elementary Financial Planning Ltd
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Elementary Financial Planning Ltd in Godalming is seeking a Client Relationship Associate to support day-to-day client administration and service for financial advisers and clients, ensuring regulatory compliance and high standards.
The role emphasizes building trust with a diverse client base, following defined processes, recording information in Intelligent Office, and collaborating with advisers and team leaders to prioritise workload.
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