IFA Client Services Specialist

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

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.