Premier Jobs UK is hiring a Client Service Associate for a national IFA firm to work fully remotely from day one. You will handle onboarding of existing clients, oversee review documentation and process new business as part of a centralized workflow.
Working across the central region, you’ll liaise with Financial Advisers and Paraplanners, manage Letters of Authority, and ensure data accuracy through structured task lists in a fast-paced, compliant environment.
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Remote IFA Client Services Associate - Onboarding 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.
