At a Glance
- Tasks: Support clients by managing onboarding, review meetings, and new business processing.
- Company: A leading national IFA firm with a focus on growth and innovation.
- Benefits: Competitive salary, fully remote work, 28 days holiday, and career development opportunities.
- Other info: Flexible working environment with opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in client experiences.
- Qualifications: Experience in IFA administration and strong client onboarding knowledge required.
The predicted salary is between 28000 - 32000 £ per year.
A national IFA firm is hiring a Client Service Associate to work remotely across their central region, handling existing client onboarding, review meetings and new business processing. Paying £28,000 to £32,000, this role suits someone who thrives in a structured, task-based environment and wants the flexibility of fully remote working from day one.
Your purpose
You'll be part of their operational thread running through the advice process, ensuring existing clients move smoothly from review through to completion. Working across a central region covering a substantial number of clients, you'll handle all the paperwork involved in ongoing cases and new business, picking up work from a centralized task list rather than supporting one dedicated planner. This requires a systematic style of working where accuracy and efficiency matter.
What the job involves
- Processing existing client onboarding across the central region
- Completing all review meeting documentation and follow-up
- Handling new business cases and ongoing client work
- Preparing Letters of Authority and ensuring data accuracy
- Working through structured task lists as cases come in
- Liaising with Financial Advisers and Paraplanners to ensure they have what they need
IFA Client Service Associate Requirements
- Essential: experience in an IFA administration role with strong client onboarding knowledge
- Essential: familiarity with Letters of Authority and the advice process
- Essential: comfortable working in a centralized team across multiple planners
- Desirable: experience using IO, Curo, Cashcalc or Dynamic Planner
- Desirable: based in Scotland, though candidates elsewhere will be considered for this fully remote role
About the business
This growing national firm is led by respected industry names and backed by private equity. On track to exceed £10 billion in assets under management and continuing acquisitions, they recognize that success depends on having the right people.
IFA Client Service Associate Benefits
- Salary of £28,000 to £32,000
- 37.5 hours per week, fully remote
- 28 days holiday plus bank holidays, rising by on...
IFA Client Service Associate in Newcastle upon Tyne employer: Premier Jobs UK Limited Careers
Join a leading mortgage brokerage that champions autonomy and flexibility for its Mortgage Advisors. With the opportunity to work remotely across England and Wales, you'll enjoy a commission-only structure with no salary cap, warm leads, and comprehensive back-office support, all while maintaining your independence. This is an excellent environment for experienced professionals looking to thrive in their careers without the constraints of micromanagement.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land IFA Client Service Associate in Newcastle upon Tyne
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We think you need these skills to ace IFA Client Service Associate in Newcastle upon Tyne
Some tips for your application 🫡
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How to prepare for a job interview at Premier Jobs UK Limited Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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