Remote IFA Services Associate: Onboarding & New Business

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

Benefits offered by this job

Remote work

Private medical insurance

Group income protection

Death in service

Employee assistance

Pension contribution 8%

Discretionary annual bonus

28 days holiday

Job summary

Confidential, a national IFA firm, is hiring a Client Service Associate to work remotely across the central region. You’ll handle onboarding, review documentation, and new business processing from day one, in a structured, task-based environment.

Working fully remotely, you’ll manage paperwork, liaise with Financial Advisers and paraplanners, and ensure data accuracy across cases and letters of authority, delivering reliable support to multiple planners.

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

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

Data accuracy

Centralized teamwork

Tools

IO

Curo

Cashcalc

Dynamic Planner

Job description

Confidential, a national IFA firm, is hiring a Client Service Associate to work remotely across the central region. You’ll handle onboarding, review documentation, and new business processing from day one, in a structured, task-based environment.

Working fully remotely, you’ll manage paperwork, liaise with Financial Advisers and paraplanners, and ensure data accuracy across cases and letters of authority, delivering reliable support to multiple planners.