Remote IFA Client Service Associate – Onboarding & Docs

Premier Jobs UK; Newcastle upon Tyne; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Fully remote 37.5h/wk

28 days holiday + bank holidays

4x death in service

Private medical insurance

Group income protection

Employee assistance programme

Medicash

8% pension contribution

Discretionary annual bonus

Job summary

Premier Jobs UK is recruiting a Client Service Associate for a national IFA firm. The role is fully remote from day one and covers the central region, handling onboarding, review meetings and new business processing.

You will work within a centralized team, managing paperwork across cases, liaising with Financial Advisers and Paraplanners, and ensuring accuracy and efficiency in a structured task-driven environment.

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: IO, Curo, Cashcalc or Dynamic Planner experience.
• Desirable: based in Scotland, though candidates elsewhere will be considered for this fully remote role.

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

Experience in IFA administration

Strong client onboarding knowledge

Tools

IO

Curo

Cashcalc

Dynamic Planner

Job description

Premier Jobs UK is recruiting a Client Service Associate for a national IFA firm. The role is fully remote from day one and covers the central region, handling onboarding, review meetings and new business processing.

You will work within a centralized team, managing paperwork across cases, liaising with Financial Advisers and Paraplanners, and ensuring accuracy and efficiency in a structured task-driven environment.