Remote IFA Client Services Associate - Onboarding

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

Benefits offered by this job

Fully remote

37.5 hours per week

30 days holiday + bank holidays

Private medical insurance

Group income protection

Pension contribution

Discretionary annual bonus

Job summary

Premier Jobs UK is hiring a Client Service Associate for a national IFA firm to work fully remotely from day one. You will handle onboarding of existing clients, oversee review documentation and process new business as part of a centralized workflow.

Working across the central region, you’ll liaise with Financial Advisers and Paraplanners, manage Letters of Authority, and ensure data accuracy through structured task lists in a fast-paced, compliant environment.

Qualifications

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

Client onboarding

Attention to detail

Communication skills

Tools

IO

Curo

Cashcalc

Dynamic Planner

Job description

Premier Jobs UK is hiring a Client Service Associate for a national IFA firm to work fully remotely from day one. You will handle onboarding of existing clients, oversee review documentation and process new business as part of a centralized workflow.

Working across the central region, you’ll liaise with Financial Advisers and Paraplanners, manage Letters of Authority, and ensure data accuracy through structured task lists in a fast-paced, compliant environment.