Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Be the essential link between Financial Advisers, Paraplanners, and clients, ensuring smooth advice processes.
- Company: Join a rapidly growing IFA firm with industry-leading professionals and strong backing.
- Benefits: Enjoy a competitive salary, hybrid working, generous holiday, and excellent career progression.
- Why this job: Make a real impact in financial services while developing your skills in a supportive environment.
- Qualifications: Experience in financial administration and a keen eye for detail are essential.
- Other info: Dynamic team culture with opportunities for personal and professional growth.
The predicted salary is between 22000 - 28000 £ per year.
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties.
Duties will include:
- Preparing for client meetings
- Ensuring data is accurate
- Ensuring reports, forms and review documentation are fully completed
- Liaising with providers
- Liaising across departments to identify and rectify any gaps or inconsistencies
To be successful in this role, you will need:
- Attention to detail
- Proactive communication
- Commitment to getting it right first time
You should have experience as an Administrator within financial services. Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates. You should have experience and enjoy the process of preparing client meeting packs. Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial.
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise that achieving such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Benefits include:
- Salary of £26,000 - £32,000
- 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash
- 5% employer pension and 3% employee pension
- Discretionary annual bonus
- 28 days holiday + BHs, rising by 1 day per year up to 30 days
- Hybrid working after being signed off as competent (typically in line with probation sign off)
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
Locations: Talbot Green, Swanley, St Helens
IFA Client Service Associate in Swanley employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Service Associate in Swanley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Client Service Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning processes and products. Make sure you can confidently discuss how you can support Financial Advisers and Paraplanners, as this will show you're ready to hit the ground running.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings at firms that are growing and value their team members – it’s where you’ll find the best fit for your skills!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can contribute to the team’s success.
We think you need these skills to ace IFA Client Service Associate in Swanley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Client Services Associate role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can be the vital link between Financial Advisers, Paraplanners, and clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your proactive communication and attention to detail will help us ensure the advice process runs smoothly. Keep it engaging and personal!
Showcase Relevant Experience: When filling out your application, make sure to showcase any experience you have with preparing client meeting packs or using tools like IO, Curo, or Cashcalc. We love seeing candidates who understand the financial planning processes and can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning processes and products. Being able to discuss how a Financial Adviser operates will show that you're not just familiar with the role, but that you understand the bigger picture.
✨Attention to Detail is Key
Since this role requires producing accurate and well-presented client information, practice being meticulous in your preparation. Bring examples of how you've ensured accuracy in past roles, especially when preparing client meeting packs.
✨Show Off Your Communication Skills
Proactive communication is essential in this position. Be ready to share examples of how you've effectively liaised with different departments or clients in the past. This will demonstrate your ability to keep everyone in the loop and resolve any inconsistencies.
✨Familiarise Yourself with Relevant Tools
If you have experience with tools like IO, Curo, Cashcalc, or Dynamic Planner, make sure to mention it! If not, do a bit of research on them so you can speak confidently about how you would use these tools in your role.
