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- Tasks: Support Financial Advisors with technical administration and manage client funds.
- Company: Established financial planning firm in Bradford-on-Avon with a growth mindset.
- Benefits: Negotiable salary, company perks, and flexible working options.
- Why this job: Join a passionate team and make a real impact in financial planning.
- Qualifications: Experience as an IFA Administrator and strong attention to detail.
- Other info: Exciting opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
This well established, local directly authorized financial planning firm in Bradford-on-Avon is looking to recruit a Platform Administrator as part of their growth journey. As a Platform Administrator you will be a key part of this IFA firm's back office team. You will undertake technical administration and manage money in / out on behalf of the Financial Advisor's instructions. It is important that you have excellent product knowledge and can smoothly step into this role. The business regularly advises on HNW & UHNW cases with an average client holding of £1m, so we are seeking passionate, highly detail-oriented individuals.
Requirements
- Experience supporting Financial Advisors as an IFA Administrator / Client Support role.
- Desire to be part of a growing team and actively contribute to business growth.
Benefits
- Salary negotiable depending on experience and qualifications.
- Company benefits.
- Office-based role with potential for 1–2 days from home.
- Fantastic opportunity to play a key role within a well-established, growing team.
Location Bradford-on-Avon
Apply Call us now on 0208 0044 154 or click Apply.
Platform / Technical IFA Administrator in Bradford-on-Avon employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Platform / Technical IFA Administrator in Bradford-on-Avon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, especially those who might know someone at the firm. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your product knowledge. Since this role involves managing money and supporting Financial Advisors, being well-versed in the latest financial products will show you're serious about stepping into the role.
✨Tip Number 3
Show your passion for the industry! During interviews, share your enthusiasm for helping clients and contributing to the growth of the firm. This can set you apart from other candidates who may not express the same level of commitment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Platform / Technical IFA Administrator in Bradford-on-Avon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Platform Administrator role. Highlight your experience supporting Financial Advisors and any relevant product knowledge. We want to see how you can smoothly step into this position!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for the role and the financial planning industry. Let us know why you’re excited about being part of our growing team in Bradford-on-Avon.
Showcase Your Attention to Detail: As we deal with HNW & UHNW clients, attention to detail is crucial. In your application, provide examples of how you've demonstrated this skill in previous roles. We love seeing candidates who are detail-oriented!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Products Inside Out
As a Platform Administrator, you'll need to demonstrate excellent product knowledge. Brush up on the financial products relevant to the role and be ready to discuss how they apply to high-net-worth clients. This will show your potential employer that you can hit the ground running.
✨Showcase Your Attention to Detail
Given the nature of the role, being detail-oriented is crucial. Prepare examples from your past experience where your attention to detail made a difference, especially in supporting Financial Advisors. This will help illustrate your capability to manage money accurately on behalf of clients.
✨Express Your Passion for Growth
This firm is looking for individuals who are eager to contribute to their growth journey. Be prepared to share your thoughts on how you can add value to the team and support the business's expansion. Showing enthusiasm for being part of a growing team can set you apart.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm's future plans, team dynamics, and how they support their employees' development. This not only shows your interest but also helps you gauge if this is the right fit for you.