[Hiring] Client Service Associate @Premier Jobs UK

Role 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 a 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

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

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