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For Companies At a Glance
- Tasks: Support Financial Advisors and clients through the financial planning process.
- Company: Join a well-established Independent Financial Advisory firm in Shrewsbury.
- Benefits: Enjoy a salary up to £32,000, 25 days holiday, and flexible working hours.
- Why this job: Be part of a supportive team with opportunities for professional development.
- Qualifications: Experience as an IFA Administrator is preferred; Intelliflo knowledge is a plus.
- Other info: Part-time options available; mainly office-based role.
The predicted salary is between 24000 - 32000 £ per year.
Overview
This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm. As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs.
Responsibilities
This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities including:
- Client relationships: welcoming clients to the office, liaising with them to organize meetings, following up on outstanding information
- Meeting preparation: preparing client files ahead of time, liaising with the Financial Advisors to identify upcoming tasks
- Processing: issuing LOAs, submitting business, updating the CRM system (Intelliflo)
- Providers: liaising with providers to chase for outstanding items
The company will provide support towards professional development, as evidenced by their current Paraplanner starting as an Administrator with them.
IFA Administrator Requirements
- You should have experience as an IFA Administrator or similar role
- Individuals with Intelliflo experience would be ideal, but not essential
- You should be able to manage multiple tasks and complete within agreed timescales
The Company
This long established Independent Financial Advisory firm is well established in the Shrewsbury area. Their team of circa 8 enjoy working together, many of which have been with the firm for 10+ years. They are now looking for their next team member.
IFA Administrator Benefits
- Salary of up to £32,000 depending on experience
- Company benefits include 25 days holiday + bank holidays, pension
- 37.5 hours per week, although would consider part-time
- Flexible start / finish time if desired
- Mainly office based role
Location
Shrewsbury
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IFA Administrator employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of an IFA Administrator. Understanding the key responsibilities and challenges faced in this position will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend local events or join online forums to connect with current IFA Administrators or Financial Advisors. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
If you have experience with CRM systems like Intelliflo, be prepared to discuss specific examples of how you've used it to improve client relationships or streamline processes. If not, consider familiarising yourself with it to demonstrate your willingness to learn.
✨Tip Number 4
Showcase your organisational skills by preparing a mock client file or a meeting agenda. This practical demonstration can set you apart from other candidates and highlight your proactive approach to the role.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the IFA Administrator position. Understand the key responsibilities and requirements, such as supporting Financial Advisors and managing client relationships.
Tailor Your CV: Customise your CV to highlight relevant experience as an IFA Administrator or in similar roles. Emphasise any experience with client management, meeting preparation, and using CRM systems like Intelliflo, if applicable.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that align with the job requirements, such as multitasking abilities and attention to detail, and express your desire to contribute to the team.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects professionalism and attention to detail, which are crucial in an administrative role.
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Role
Make sure you understand the responsibilities of an IFA Administrator. Familiarise yourself with tasks like client relationship management, meeting preparation, and processing LOAs. This will help you demonstrate your knowledge during the interview.
✨Highlight Relevant Experience
If you have experience with Intelliflo or similar CRM systems, be sure to mention it. Even if you don't, discuss any relevant administrative roles you've held and how they prepared you for this position.
✨Showcase Your Organisational Skills
Since the role involves managing multiple tasks, prepare examples that showcase your organisational skills. Talk about how you prioritise tasks and meet deadlines, as this is crucial for supporting Financial Advisors effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and professional development opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
