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- Tasks: Support clients and Financial Advisors while processing new business in a dynamic team.
- Company: Join Sahasraa Solutions, a growing national IFA firm focused on quality service and team development.
- Benefits: Enjoy a salary of £28,000 - £30,000, hybrid working, 28 days holiday, and excellent career progression.
- Why this job: Be part of a passionate team that values your contributions and offers a clear path for growth.
- Qualifications: Experience in financial planning administration and confidence in client communication are essential.
- Other info: This is an entry-level, full-time role based in Cardiff with a supportive work culture.
The predicted salary is between 24000 - 30000 £ per year.
This hybrid-based IFA Administrator job in Cardiff is suitable for an individual experienced within financial planning, keen to join a growing company.
You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
Responsibilities
Providing proactive support to their Financial Advisors
Managing the Financial Advisor\’s diary and arranging client meetings
Contacting clients through various methods to ensure the advice process is not held up
Liaising with internal and external stakeholders to chase outstanding items to help nudge the case through the process
Prepare meeting packs and information ahead of client appointments
Process new business
Key illustrations, projections and valuations
Requirements
You should have experience as an Administrator within a financial planning firm
You should have good knowledge of financial planning processes and how a Financial Advisor operates
You should be comfortable and confident when contacting clients
CompanyThis national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.
Benefits
Salary of £28,000 – £30,000 depending on experience
Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
Hybrid working after being signed off as competent (typically in line with probation sign off)
37.5 hours per week
Excellent career progression, with individual development plans shaped around your desired career path
LocationCardiff
Call us now on 0208 0044 154 or click Apply
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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 planning processes and the role of an IFA. Understanding how Financial Advisors operate will give you a significant edge during interviews, as you'll be able to speak their language and demonstrate your knowledge.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend local events or join online forums where you can connect with current IFA Administrators or Financial Advisors. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in managing diaries and arranging meetings. Be ready to share specific examples of how you've successfully supported clients or advisors in previous roles, as this is a key part of the IFA Administrator position.
✨Tip Number 4
Showcase your communication skills. Since contacting clients is a major responsibility, practice articulating your thoughts clearly and confidently. Consider role-playing scenarios where you might need to follow up with clients or liaise with stakeholders.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an IFA Administrator. Familiarise yourself with the financial planning processes and how Financial Advisors operate to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience as an Administrator within a financial planning firm. Mention specific tasks you've handled that align with the job description, such as managing diaries or liaising with clients.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your enthusiasm for the role and the company. Explain why you're a great fit for the team and how your skills can contribute to providing quality service to clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in an administrative role.
How to prepare for a job interview at Sahasraa Solutions
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning processes and how Financial Advisors operate. This will help you answer questions confidently and demonstrate your understanding of the role.
✨Showcase Your Communication Skills
As an IFA Administrator, you'll be contacting clients regularly. Be prepared to discuss your experience in client communication and how you ensure that the advice process runs smoothly.
✨Prepare for Scenario Questions
Expect scenario-based questions where you might need to explain how you would handle specific situations, such as managing a Financial Advisor's diary or liaising with stakeholders. Think of examples from your past experience that highlight your problem-solving skills.
✨Demonstrate Team Spirit
The company values teamwork, so be ready to talk about how you've contributed to a team in previous roles. Highlight your ability to support colleagues and work collaboratively to achieve common goals.
