Client Service Associate

Client Service Associate

32000 - 38000 (total overall package up to 40000 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 youll be doing

Youll 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 were 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

Were 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.