Client Relationship & Admin Specialist (Financial Services)

Company: Elementary Financial Planning Ltd
Apply for the Client Relationship & Admin Specialist (Financial Services)
Location: Worthing
Job Description:

Elementary Financial Planning Ltd in Worthing invites applications for a Client Relationship Associate to support day-to-day administration and client service for financial advisers and their clients, ensuring accuracy and regulatory compliance.

You will be a collaborative team player with attention to detail, capable of following processes in IO, managing workloads, and helping build trusted relationships across a diverse client base.

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Posted: September 26th, 2026