Hybrid Client Services Specialist, Financial Planning

Company: PKF Francis Clark
Apply for the Hybrid Client Services Specialist, Financial Planning
Location: Truro
Job Description:

A financial services firm is looking for a motivated Client Services Executive to support its Financial Planning team in Truro. This role involves delivering exceptional client service, managing queries, and maintaining accurate client records while ensuring compliance with regulations. Ideal candidates will have experience in financial services administration and be skilled at problem-solving. The position offers a competitive salary along with hybrid working and professional development opportunities.#J-18808-Ljbffr…

Posted: March 27th, 2026