IFA Client Engagement Assistant

A national financial planning and wealth management firm is hiring an IFA Client Engagement Assistant to join their Centralised Operations team. Paying £28,000 to £32,000, this role offers the opportunity to support Financial Planners across a growing national business, helping clients through onboarding, annual reviews and ongoing engagement activities. You'll be part of a centralised client engagement function, ensuring clients receive a seamless experience while supporting the delivery of high-quality financial planning services. This position would suit someone with experience in financial services administration, client servicing or client support who enjoys building relationships and delivering excellent customer service.

Your purpose

The Client Engagement Team plays a vital role in supporting Financial Planners across the business, acting as a central point of contact for clients and prospects throughout their journey. You'll help coordinate onboarding activities, review meetings and ongoing client engagement whilst ensuring service standards, regulatory requirements and internal processes are consistently met. Working closely with Financial Planners, administrators and wider support teams, you'll provide efficient and professional support that helps clients move smoothly through every stage of the advice process.

What the job involves

• Supporting the end-to-end onboarding of newly acquired and existing clients
• Coordinating and booking client meetings in line with business processes
• Scheduling annual review meetings and preparing relevant documentation
• Managing inbound and outbound client, prospect and provider enquiries
• Conducting proactive client contact and appointment coordination
• Maintaining accurate client records and information on the back-office system
• Monitoring and completing system-generated tasks within agreed deadlines
• Liaising with Financial Planners, Administrators and internal support teams to ensure client needs are progressed efficiently
• Ensuring all activities are completed in line with regulatory standards and company procedures

IFA Client Engagement Assistant Requirements

• Essential: experience within financial services, wealth management or financial planning
• Essential: experience in a client-facing support, client service or administration role
• Essential: strong organisational skills with the ability to manage multiple priorities
• Essential: excellent verbal and written communication skills
• Essential: strong attention to detail and ability to maintain accurate records
• Desirable: previous experience using Curo or similar back-office systems
• Desirable: experience supporting Financial Planners or Advisers within a national advice business
• Comfortable working across multiple systems including Microsoft Office and Teams

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 Engagement Assistant Benefits

• Salary of £28,000 to £32,000
• 37.5 hours per week, fully remote
• 28 days holiday plus bank holidays, rising by one day per year to 30 days
• 4x death in service, private medical insurance, group income protection
• Employee assistance programme, Medicash, 8% combined pension contribution
• Discretionary annual bonus
  

What happens next

Your application comes to Premier Jobs UK. We reply to every candidate and, where your experience is a good match, we'll contact you to discuss the opportunity in more detail and understand what you're looking for in your next role. Apply now to take the next step in your financial services career.

Liability and disclaimer

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.