Remote IFA Client Services Associate: Onboarding & Cases

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

Benefits offered by this job

Fully remote work from day one

37.5 hours per week

28 days holiday plus bank holidays

Private medical insurance

8% combined 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 across the central region, handling onboarding of existing clients, review meetings, and processing new business.

You'll work within a structured task-based environment, follow a centralized workflow, and liaise with Advisers and Paraplanners. Salary is 28,000–32,000, with 37.5 hours per week and 28 days holiday plus bank holidays.

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

Responsibilities

• Process existing client onboarding across the central region
• Complete all review meeting documentation and follow-up
• Handle new business cases and ongoing client work
• Prepare Letters of Authority and ensure data accuracy
• Work through structured task lists as cases come in
• Liaise with Financial Advisers and Paraplanners to ensure they have what they need

Skills

Client onboarding

IFA administration

Letters of Authority

Centralized team collaboration

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 across the central region, handling onboarding of existing clients, review meetings, and processing new business.

You'll work within a structured task-based environment, follow a centralized workflow, and liaise with Advisers and Paraplanners. Salary is 28,000–32,000, with 37.5 hours per week and 28 days holiday plus bank holidays.