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- Tasks: Lead administrative support for Advisors and Paraplanners while managing workflow effectively.
- Company: Join a thriving independent financial planning business with over 10 years of organic growth.
- Benefits: Enjoy a competitive salary, bonus scheme, flexible working, and generous leave options.
- Why this job: Be part of a collaborative team that values your input and supports your professional growth.
- Qualifications: 10+ years in the financial planning industry with strong admin experience in an IFA firm.
- Other info: Opportunity to progress into a Head of Department role and enhance your technical knowledge.
The predicted salary is between 34000 - 51000 £ per year.
Our client is looking to recruit a Senior IFA Administrator to join their independent financial planning business, as part of their organic growth strategy. The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over £100m of FuM.
They are seeking a Senior IFA Administrator to join their team to act as a lead Administrator, providing excellent administrative support to the Advisors and Paraplanners, plus having an element of workflow management to ensure cases are delegated appropriately. The business offers truly independent, holistic financial planning and cashflow modelling to clients, which are often HNW and UHNW, many of which being business owners.
You should have a solid understanding of the financial planning industry with awareness of current and previous products, so that you know the right questions to be asking to clients/providers to obtain important information to assist in the delivery of great advice. Due to the growth plans and how this role fits within the business, they are not looking for someone with desire to become an Adviser. However, they would support your continued technical knowledge progression and also could see this role leading into a Head of Department type role (such as leading the support team). In addition, they always value their team’s input into improving processes and utilising technology.
Senior IFA Administrator Requirements
- Ideally, our client is seeking an individual with 10+ years industry experience with knowledge of current and previous product types.
- You should have excellent experience of administration within an IFA firm, with exposure to multiple platforms and types of financial planning advice.
- You should have experience of workflow management/delegating cases so that you can have an effective oversight of their Administrators.
Senior IFA Administrator Benefits
- Salary of circa £40,000 - £45,000 plus bonus scheme upon achieving team goals.
- 37 hours per week.
- 28 days annual and statutory leave with option to purchase additional 10 days per year.
- Auto enrolment pension and death in service.
- Office based role with flexible working, potential for 1 day from home, however the business works collaboratively together in person, with majority of clients attending their office.
- Based in Central Birmingham, close to main train stations for commuting.
Senior IFA Administrator employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and products in the financial planning industry. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated, which is crucial for a Senior IFA Administrator role.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work in IFA firms. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your experience with workflow management and delegation. Think of specific examples where you've successfully managed administrative tasks and how you ensured efficiency within your team, as this will be a key aspect of the role.
✨Tip Number 4
Showcase your ability to improve processes and utilise technology in your previous roles. Be ready to share ideas on how you can contribute to enhancing the team's efficiency and effectiveness, aligning with the company's focus on continuous improvement.
We think you need these skills to ace Senior IFA Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Senior IFA Administrator. Highlight your relevant experience in administration within an IFA firm and your knowledge of financial planning products.
Tailor Your CV: Customise your CV to reflect your 10+ years of industry experience. Emphasise your workflow management skills and any exposure to multiple platforms, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial planning industry. Mention specific examples of how you've contributed to process improvements or utilised technology in previous roles.
Highlight Team Collaboration: Since the company values teamwork, include examples of how you've successfully worked with others in past positions. This will demonstrate your ability to fit into their collaborative culture.
How to prepare for a job interview at Sahasraa Solutions
✨Showcase Your Industry Knowledge
Make sure to demonstrate your solid understanding of the financial planning industry during the interview. Be prepared to discuss current and previous product types, as well as any relevant regulations or trends that could impact the role.
✨Highlight Your Administrative Experience
Emphasise your extensive experience in administration within an IFA firm. Share specific examples of how you've successfully managed workflows and delegated tasks to ensure efficient operations.
✨Demonstrate Team Collaboration Skills
Since the business values teamwork, be ready to discuss how you have contributed to a positive team environment in your previous roles. Highlight any experiences where you improved processes or utilised technology to enhance team performance.
✨Express Your Career Aspirations
While the role is not aimed at those wanting to become Advisers, it's important to express your interest in continued professional development. Discuss how you see this position potentially leading to a Head of Department role and your enthusiasm for growing with the company.
