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- Tasks: As an IFA Administrator, you'll process applications and manage client portfolios.
- Company: Join a values-driven financial planning firm with over 30 years of experience.
- Benefits: Enjoy a salary of £28,000 - £40,000, 25 days holiday, and a 10% pension contribution.
- Why this job: Be part of a supportive team focused on quality client relationships and holistic financial planning.
- Qualifications: Experience as an IFA Administrator and strong communication skills are essential.
- Other info: This is an office-based role with no evening or weekend work.
The predicted salary is between 24000 - 36000 £ per year.
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3 weeks ago Be among the first 25 applicants
Join to apply for the IFA Administrator role at Sahasraa Solutions
This IFA Administrator job in Folkestone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with likeminded individuals.
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.
In your role as an IFA Administrator, your duties will include:
- Processing of new business applications on all types of Pensions, Investments & Protection
- Liaising with product providers
- Producing illustrations, comparison quotations including the collating of literature and pre-population of applications
- Processing letters of authority
- Updating client portfolios for annual reviews and printing reports
- Completion of ad hoc administration and requests on behalf of the team
- Diary management- scheduling/rescheduling appointments
- Occasional meeting & greeting of clients/visitors to the office
Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.
The Company
Our client has been established for over 30 years, and is independently owned, with no plans to sell out. The business continues to sustainably grow organically, enabling them to naturally build their team to meet the increased demand.
IFA Administrator Requirements
- You must be an experienced IFA Administrator
- You must have good written and verbal communication skills
- Experience with IO would be advantageous but not essential
- Our client is focused on values driven individuals who are motivated by delivering great service to clients
Paraplanner Benefits
- Salary of £28,000 – £40,000 plus discretionary bonus
- Company benefits include 10% company pension contribution, 25 days holiday plus bank holidays and cash plan
- Office based role
- No evenings or weekends work
- Loyal team who enjoy working together and being valued for their input
Locations
Folkestone
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Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
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Job function
Information Technology
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Industries
Banking
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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 in areas like pensions and investments. Understanding the terminology and processes will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with others who can provide insights or even refer you to opportunities.
✨Tip Number 3
Demonstrate your commitment to client service by preparing examples of how you've gone above and beyond for clients in previous roles. This aligns with the values-driven approach of the firm.
✨Tip Number 4
Research Sahasraa Solutions thoroughly. Understand their mission and values, and be ready to discuss how your personal values align with theirs during the interview process.
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 tasks such as processing applications, liaising with product providers, and managing client portfolios.
Tailor Your CV: Customise your CV to highlight relevant experience in financial administration. Emphasise your communication skills and any previous roles that involved client interaction or financial services.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for delivering quality service and your alignment with the company's values. Mention specific experiences that demonstrate your ability to excel in the role.
Proofread Your Application: Ensure your application is free from spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for an IFA Administrator.
How to prepare for a job interview at Sahasraa Solutions
✨Show Your Passion for Client Service
Since the firm values delivering great service to clients, make sure to express your enthusiasm for helping clients and your commitment to providing excellent support. Share examples from your past experiences where you went above and beyond for a client.
✨Demonstrate Your Technical Skills
As an IFA Administrator, you'll be processing various financial applications. Be prepared to discuss your experience with pensions, investments, and protection products. If you have experience with IO, mention it, but also highlight your ability to learn quickly if you haven't.
✨Prepare for Administrative Scenarios
Expect questions about your organisational skills and how you manage multiple tasks. You might be asked to describe how you would handle diary management or prioritise tasks during busy periods. Think of specific examples that showcase your efficiency.
✨Research the Company Culture
Understanding the company's values and culture is crucial. Familiarise yourself with their approach to holistic financial planning and client relationships. During the interview, relate your personal values to theirs to show you're a good fit for their team.
