This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties.Duties will include: preparing for client meetings, ensuring data is accurate, ensuring reports, forms and review documentation are fully completed and liaising with providers. Plus, you will be liaising across departments to identify and rectify any gaps or inconsistencies, making sure the Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively.To be successful in this role, you will need:Attention to detailProactive communicationCommitment to getting it right first timeIFA Client Services Associate RequirementsYou should have experience as an Administrator within a financial servicesIdeally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operatesYou should have experience and enjoy the process of preparing client meeting packsExperience using IO, Curo, Cashcalc or Dynamic Planner would be beneficialThe CompanyThis growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue