Client Service Associate
£32,000 - £38,000 (total overall package up to £40,000 at the top of the range)
Hybrid 3 days office / 2 home (office based during probation)
Central London office with excellent facilities
The role
Are you an experienced IFA Administrator or Wealth Management professional who understands client onboarding?
Experience within Wealth Management or Financial Services is an advantage but not essential.
Tanager Wealth Management is looking for a detail-driven Client Services Associate to support advisers and deliver a high-quality client experience within a structured, professional environment.
Why this role stands out
- Competitive salary with discretionary bonus
- 5% matched pension
- Private medical insurance & income protection
- Full study support towards industry qualifications (CII / CISI)
- A well-run, process-driven IFA environment
- Supportive, collaborative team with long-term career prospects
What you'll be doing
You'll play a central role in supporting the advice process, ensuring everything runs smoothly from initial instruction through to implementation and ongoing servicing.
Key responsibilities include:
- Managing new business submissions across investment platforms
- Handling transfers, re-registrations, and asset movements
- Working daily with platforms such as Transact, Pershing, Dentons, Interactive Brokers
- Supporting advisers with client reviews
- Acting as a point of contact for client and provider queries
- Maintaining accurate records in back-office systems (e.g. Salesforce CRM)
- Preparing forms to facilitate cash movements (e.g. deposits and withdrawals)
- Ensuring all activity meets FCA compliance, AML, and KYC requirements
What we're looking for
- Strong understanding of the client onboarding journey.
- Proven experience using investment platforms and back-office systems is an advantage.
- Knowledge of pensions, ISAs, investments, and client portfolio administration is an advantage.
- High attention to detail and strong organisational skills
- Comfortable working in a structured, process-driven environment
- Progress towards (or interest in) CII/CISI qualifications is desirable
- Experience within wealth management or financial services is an advantage but not essential.
About Tanager Wealth Management
Tanager Wealth Management is a growing financial planning firm known for its structured approach, high standards, and strong client outcomes.
The team operates in a professional, well-organised environment where processes are clear, expectations are high, and people are supported to develop long-term careers in wealth management.
Apply now
We're partnering with Recruitment Rebellion Limited to manage this process.
Applications are open for up to 30 days but may close early if the right candidate is identified. Please let us know if you need any adjustments.
Vacancy posted 19 days ago
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