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Hybrid Client Services Manager – IFA Wealth

Job in Hertford, Hertfordshire, SG13, England, UK
Listing for: Tate
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A growing financial services firm is seeking a Client Services Manager in Hertford. The ideal candidate will have at least two years of experience in financial services, with a strong understanding of ISA, investment, and pension processes. Responsibilities include client communication, preparing documentation, and maintaining client files. This full-time position offers a hybrid work model, with 3 days in the office and 2 days from home.

Competitive salary between £35, and opportunities for growth included.
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