Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.
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 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 xgikmsk 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. O
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IFA Client Service Associate in Paddington 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.
