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- Tasks: Support clients and Financial Advisors while processing new business in a dynamic team.
- Company: Join a national IFA firm focused on growth and valuing your contributions.
- Benefits: Enjoy a competitive salary, hybrid work, 28+ days holiday, and excellent career progression.
- Why this job: Be part of a passionate team making a real impact in financial planning.
- Qualifications: Experience as an Administrator in financial planning is essential; confidence in client communication is key.
- Other info: Opportunity for personal development with tailored career paths.
The predicted salary is between 24000 - 28800 £ per year.
This hybrid-based IFA Administrator job in Borehamwood 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.
As an IFA Administrator, your responsibilities will be three-fold, supporting clients, supporting Financial Advisors and processing new business. Duties include:
- 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
IFA Administrator 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
The Company
This 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.
IFA Administrator Benefits
- Salary of £28,000 – £32,000 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
Locations
Borehamwood
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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 Administrator. Understanding how Financial Advisors operate will give you a significant edge during interviews, as you can demonstrate your knowledge and readiness to support them effectively.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums where you can connect with current IFA Administrators or Financial Advisors. This can provide you with insights into the role and may even 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 will highlight your organisational skills and proactive approach.
✨Tip Number 4
Showcase your communication skills during any interactions with the company. Since contacting clients is a key part of the role, demonstrating confidence and clarity in your communication will be crucial in making a positive impression.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Administrator within a financial planning firm. Emphasise your knowledge of financial planning processes and any relevant skills that align with the IFA Administrator role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific experiences that demonstrate your ability to support Financial Advisors and manage client relationships effectively.
Highlight Relevant Skills: In your application, focus on skills such as proactive communication, organisation, and the ability to liaise with various stakeholders. These are crucial for the IFA Administrator role and should be clearly articulated.
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 essential in the financial planning industry.
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 that assess your problem-solving skills. Think of examples from your past experience where you've successfully managed client relationships or supported Financial Advisors.
✨Demonstrate Team Spirit
The company values teamwork, so be ready to talk about how you collaborate with others. Share examples of how you've contributed to a team environment and supported colleagues in achieving common goals.
