IFA Client Engagement Assistant
About the company
Who you'd be joining You will join a well-established wealth management firm operating nationwide. The business focuses on building streamlined operational teams to support rapid group expansion, fostering an environment where well-organised professionals who take pride in exceptional customer care can thrive.
Your tasks
Where you fit in This IFA Client Engagement Assistant role exists to coordinate all client contact throughout key onboarding milestones, annual reviews, and ongoing service delivery. Working in a hybrid pattern of three days in the office and two days from home, you will collaborate closely with financial planners to ensure seamless communication, meticulous compliance adherence, and timely follow-ups for transitioning clients.
What the job involves
- Coordinate end-to-end onboarding and review communications for newly acquired clients
- Book, schedule, and confirm formal planning appointments using back-office workflows
- Handle inbound queries and conduct structured outbound telephone contact with clients
- Update client records and complete diary-generated administrative tasks within deadlines
- Liaise daily with regional financial planners to progress time-critical advice requests
Requirements
- Essential: strong professional background managing client interactions, appointments, and challenging customer queries
- Desirable: prior administrative or client support experience within financial planning or wealth management
- Essential: clear written and verbal communication skills with a confident telephone approach
- Essential: strong diary coordination skills with strict attention to procedural detail
- Desirable: working familiarity with financial back-office systems such as Curo or similar tools
What we offer
Joining a centralised operations team handling onboarding for newly acquired client banks across the UK, this IFA Client Engagement Assistant role offers salary of £28,000 to £32,000 with hybrid working from day one. You will support their central team, delivering proactive contact and dedicated support to clients and planners alike.
- Starting salary between £28,000 and £32,000 depending on experience
- 37.5 hours per week on a hybrid arrangement (3 days in office, 2 days at home)
- 28 days holiday plus bank holidays, rising annually to 30 days
- 4x death in service, private medical insurance, and group income protection
- Employee assistance programme and Medicash coverage
- Eligibility for discretionary annual company bonus scheme
How to apply
What happens next Your application comes directly to Premier Jobs UK. We review every submission and reply to every candidate, so you will always hear back from us. If your experience fits the requirements for this IFA Client Engagement Assistant role in your chosen region, we will arrange a confidential call to learn about your goals. We never send your details to our client without your explicit agreement. Apply today to start the conversation.
Other
The role is available across multiple office locations - Arundel, Borehamwood, Camberley, Cardiff, Cheltenham, Falkirk, Glasgow, Leamington Spa, Newcastle, Northallerton, St Helens, Swanley or Taunton. You must be within commuting distance of one of these offices.
Liability and disclaimer Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.