Hybrid Wealth Management Client Services Executive

Company: AFH Wealth Management
Apply for the Hybrid Wealth Management Client Services Executive
Location: Cardiff
Job Description:

A leading financial advisory firm in Cardiff seeks a Client Services Executive to provide exceptional service and technical support to clients and advisers. You will act as the first point of contact for client queries while also ensuring accurate maintenance of client records. The ideal candidate has experience in financial services, strong knowledge of a variety of products, and proficiency in Microsoft applications. This role offers competitive salary, training opportunities, and flexible working conditions.#J-18808-Ljbffr…

Posted: April 25th, 2026