Remote IFA Client Services Associate - Onboarding & Admin

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

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