IFA Client Services Associate

Premier Jobs UK Limited; North East; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

A prominent IFA firm in the UK is seeking an IFA Client Services Associate to prepare essential financial documentation for clients. The role involves preparing client reports, management of the annual review process, and working closely with Advisers. The ideal candidate has experience in financial services and enjoys facilitating the client meeting process. This position offers a salary range of GBP28,000 - GBP32,000 and benefits like hybrid working after probation, alongside excellent career progression opportunities.

Benefits

Salary of GBP28,000 - GBP32,000

28 days holiday rising to 30 days

Discretionary annual bonus

5% employer pension

3% employee pension

Employee Assistance Programme

Medicash

Group Income Protection

4x DIS

Qualifications

• Experience working as an Administrator in financial services.
• Good understanding of financial planning and how Financial Advisors operate.
• Proficient in preparing client meeting documentation.

Responsibilities

• Prepare client reports and provider forms.
• Manage the annual review process.
• Liaise with Advisers on documentation clarity.

Skills

Experience as an Administrator within financial services

Knowledge of financial planning processes

Preparation of client meeting packs

Experience with IO, Curo, Cashcalc or Dynamic Planner

Job description

This IFA Client Services Associate role is within a national IFA firm and is ideal for individuals with experience of undertaking the preparation work for Financial Advisers, ahead of client's financial planning reviews.

The preparation work will include: preparing client reports, provider forms, existing policies and fund information. As such, you should take ownership of the annual review process from allocation through to issuing the meeting pack.

In addition, you will prepare review documentation and/or annual suitability reports. You should have the confidence to liaise with Advisers where information is incomplete or unclear.

Full job description available to assist you in preparing for interview

IFA Client Services Associate 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

The 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 GBP4.5bn 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.

IFA Client Services Associate Benefits

• Salary of GBP28,000 - GBP32,000
• 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

Newcastle

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