Premier Jobs UK is recruiting a Client Service Associate for a national IFA firm. The role is fully remote across the central region, handling onboarding of existing clients, review meetings, and processing new business.
You'll work within a structured task-based environment, follow a centralized workflow, and liaise with Advisers and Paraplanners. Salary is 28,000–32,000, with 37.5 hours per week and 28 days holiday plus bank holidays.
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Remote IFA Client Services Associate: Onboarding & Cases in Glasgow employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
