Remote IFA Client Service Associate – Onboarding & Admin

Premier Jobs UK; City; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Fully remote

Private medical insurance

Group income protection

Employee assistance programme

Medicash

Pension contribution 8%

Discretionary annual bonus

28 days holiday + bank holidays

Job summary

Premier Jobs UK is hiring an IFA Client Service Associate to work fully remote across the central region. You will handle existing client onboarding, review meetings and new business processing, in a structured, task-based environment and benefit from the flexibility of remote working from day one.

The role offers a salary of 28,000 to 32,000 per year, 37.5 hours per week, and a package including private medical insurance, a group pension contribution, an employee assistance programme, and an

Qualifications

• Experience in an IFA administration role with strong client onboarding knowledge.
• Familiarity with Letters of Authority and the advice process.
• Comfortable working in a centralized team across multiple planners.
• Desirable: experience using IO, Curo, Cashcalc or Dynamic Planner.

Responsibilities

• Processing existing client onboarding across the central region.
• Completing all review meeting documentation and follow-up.
• Handling new business cases and ongoing client work.
• Preparing Letters of Authority and ensuring data accuracy.
• Working through structured task lists as cases come in.
• Liaising with Financial Advisers and Paraplanners to ensure they have what they need.

Skills

IFA administration

Client onboarding

Letters of Authority

Advice process

Centralized teamwork

Tools

IO

Curo

Cashcalc

Dynamic Planner

Job description

Premier Jobs UK is hiring an IFA Client Service Associate to work fully remote across the central region. You will handle existing client onboarding, review meetings and new business processing, in a structured, task-based environment and benefit from the flexibility of remote working from day one.

The role offers a salary of 28,000 to 32,000 per year, 37.5 hours per week, and a package including private medical insurance, a group pension contribution, an employee assistance programme, and an