Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisors and Paraplanners while engaging with clients to provide top-notch service.
- Company: Join a growing, independent financial planning firm with a strong team culture.
- Benefits: Enjoy competitive salary, annual bonuses, and 25 days holiday plus bank holidays.
- Why this job: Be part of a values-driven team that prioritises client care and personal growth.
- Qualifications: Experience as an IFA Administrator with strong communication skills is essential.
- Other info: Participate in regular team events and enjoy a supportive work environment.
The predicted salary is between 30000 - 42000 £ per year.
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required.
As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1-2 Financial Advisors. As and when required, you will also help other colleagues within the business if there is overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible. You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service. This vacancy has arisen due to an upcoming retirement of their current team member. The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role.
Responsibilities:
- Provide dedicated support to the Paraplanner and 1-2 Financial Advisors.
- Help other colleagues within the business if there is overflow or need for specialist knowledge.
- Act as a primary point of contact for clients and engage with them as part of the service.
- Participate in team discussions and regular meetings (in-person and virtual) to discuss topics, improvements and client support.
Qualifications and Attributes:
- You must be an experienced IFA Administrator.
- You must have good written and verbal communication skills.
- Experience with IO would be advantageous.
- Access to own transport would be beneficial due to rural office location.
Benefits:
- Competitive salary to be discussed at interview.
- Annual discretionary bonus scheme.
- Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays.
- Office based role with up to 2 days from home.
- Loyal team who enjoy working together and being valued for their input.
- Regular team events and socials, including monthly breakfasts or lunches.
Location: High Wycombe
IFA Administrator in High Wycombe employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in High Wycombe
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for an IFA Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company’s values and culture, especially their focus on client service and teamwork. Be ready to share how your experience aligns with their mission and how you can contribute to their positive environment.
✨Tip Number 3
Show off your tech skills! Since the firm embraces technology, be sure to highlight any relevant software or tools you've used in previous roles. This will demonstrate that you can hit the ground running and adapt to their systems quickly.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind for the hiring team.
We think you need these skills to ace IFA Administrator in High Wycombe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the IFA Administrator role. Highlight your previous experience in financial planning and any relevant qualifications to show us you’re the right fit!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about this role and how your values align with ours. A personal touch goes a long way in making your application stand out.
Showcase Your Communication Skills: Since good written and verbal communication is key for this role, make sure your application is clear and concise. Use professional language but let your personality shine through – we want to get to know you!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the role of an IFA Administrator. Familiarise yourself with the tools and software commonly used in the industry, especially IO if you have experience with it. This will show that you're not just a good fit for the role but also genuinely interested in the work.
✨Showcase Your Communication Skills
Since you'll be acting as a primary point of contact for clients, it's crucial to demonstrate your written and verbal communication skills during the interview. Practice explaining complex financial concepts in simple terms, and be ready to discuss how you’ve successfully communicated with clients in the past.
✨Emphasise Team Spirit
This firm values teamwork and collaboration, so be prepared to share examples of how you've worked effectively within a team. Highlight any experiences where you’ve supported colleagues or contributed to team discussions, showing that you’re keen to help others and improve the overall service.
✨Align with Their Values
The company places a strong emphasis on trust, transparency, and integrity. During your interview, make sure to express how these values resonate with you. Share personal anecdotes that reflect your commitment to ethical practices and delivering great service, which will help you stand out as a values-driven candidate.
