IFA Client Service Associate

Premier Jobs UK; Sevenoaks; Hybrid; GBP 26,000 - 32,000; Full time

Job summary

A growing IFA firm in the United Kingdom is seeking an IFA Client Services Associate to facilitate communication between Financial Advisers and clients. You will prepare client meetings and ensure all documentation is accurate and complete. Candidates should have experience in financial services administration and knowledge of planning processes. This role offers a salary of £26,000 - £32,000 and hybrid working options after competency sign-off, with excellent career progression opportunities.

Benefits

4x DIS

PMI

Group Income Protection

Employee Assistance Programme

Medicash

5% employer pension

3% employee pension

Discretionary annual bonus

28 days holiday + BHs, rising by 1 day per year up to 30 days

Qualifications

• Experience as an Administrator within a financial services environment.
• Good knowledge of financial planning processes and products.
• Enjoy the process of preparing client meeting packs.

Responsibilities

• Oversee the advice process, ensuring smooth operation from start to finish.
• Prepare for client meetings, ensuring accuracy in data and documentation.
• Liaise across departments to resolve gaps and provide necessary information.

Skills

Attention to detail

Proactive communication

Experience in financial services administration

Tools

IO

Curo

Cashcalc

Dynamic Planner

Job description

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

• Preparing for client meetings
• Ensuring data is accurate
• Ensuring reports, forms and review documentation are fully completed and liaising with providers
• Liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively

Key attributes

• Attention to detail
• Proactive communication
• Commitment to getting it right first time

Requirements

• You should have experience as an Administrator within a 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

Company

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 to achieve 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

• Salary of £26,000 - £32,000
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 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