IFA Client Service Associate

Confidential; United States; Remote; USD 38,000 - 43,000; Full time

Benefits offered by this job

Holiday pay

Private medical insurance

Pension contributions

Discretionary bonus

Job summary

Confidential is hiring a Client Service Associate to work remotely across the central region, handling existing client onboarding, review meetings and new business processing in a structured, task-based environment. You will manage paperwork for ongoing cases, liaise with Financial Advisers and Paraplanners, and follow a centralized task list to ensure accuracy and efficiency from day one.

This fully remote role offers 37.5 hours per week, a salary of £28,000 to £32,000, 28 days holiday plus

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

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

IFA administration

Centralized team collaboration

Data accuracy

Tools

IO

Curo

Cashcalc

Dynamic Planner

Job description

A national IFA firm is hiring a Client Service Associate to work remotely across their central region, handling existing client onboarding, review meetings and new business processing. Paying £28,000 to £32,000, this role suits someone who thrives in a structured, task-based environment and wants the flexibility of fully remote working from day one.

Your purpose

You’ll be part of their operational thread running through the advice process, ensuring existing clients move smoothly from review through to completion. Working across a central region covering substantial number of clients, you’ll handle all the paperwork involved in ongoing cases and new business, picking up work from a centralized task list rather than supporting one dedicated planner. This requires a systematic style of working where accuracy and efficiency matter.

What the job involves

• 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

IFA Client Service Associate Requirements

• 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

About the business

This growing national firm is led by respected industry names and backed by private equity. On track to exceed £10 billion in assets under management and continuing acquisitions, they recognize that success depends on having the right people.

IFA Client Service Associate Benefits

• Salary of £28,000 to £32,000
• 37.5 hours per week, fully remote
• 28 days holiday plus bank holidays, rising by one day per year to 30 days
• 4x death in service, private medical insurance, group income protection
• Employee assistance programme, Medicash, 8% combined pension contribution
• Discretionary annual bonus