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- Tasks: Be the essential link between Financial Advisers, Paraplanners, and clients, ensuring smooth advice processes.
- Company: A rapidly growing IFA firm with a strong industry reputation and private equity backing.
- Benefits: Salary of £26,000 - £32,000, hybrid working, 28 days holiday, and excellent career progression.
- Why this job: Join a passionate team and make a real impact in the financial services sector.
- Qualifications: Experience in financial services administration and knowledge of financial planning processes.
- Other info: Dynamic environment with individual development plans tailored to your career aspirations.
The predicted salary is between 26000 - 32000 £ per year.
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties.
Responsibilities
- Prepare for client meetings, ensure data is accurate, and ensure reports, forms and review documentation are fully completed and liaise with providers.
- Liaise across departments to identify and rectify gaps or inconsistencies, ensuring Financial Advisers and Paraplanners have the information to carry out their responsibilities effectively.
To be successful in this role
- Attention to detail
- Proactive communication
- Commitment to getting it right first time
Requirements
- You should have experience as an Administrator within financial services.
- Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates.
- You should have experience and enjoy the process of preparing client meeting packs.
- Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial.
Company
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is 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 £26,000 - £32,000
- 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
- Talbot Green
- Swanley
- St Helens
IFA Client Service Associate employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Service Associate
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be liaising with Financial Advisers and clients, being clear and confident in your communication is key. Try mock interviews with friends or use online resources to sharpen your skills.
✨Tip Number 3
Show off your attention to detail! Bring examples of how you've successfully managed client information or resolved inconsistencies in the past. This will demonstrate that you can handle the responsibilities of the role effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Client Service Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Client Services Associate role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can be the vital link between Financial Advisers, Paraplanners, and clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your attention to detail and proactive communication will help us ensure the advice process runs smoothly. Keep it engaging and personal!
Showcase Relevant Experience: When filling out your application, make sure to showcase any experience you have with preparing client meeting packs or using tools like IO, Curo, Cashcalc, or Dynamic Planner. This will show us that you’re ready to hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of 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 Financial Stuff
Make sure you brush up on your knowledge of financial planning processes and products. Familiarise yourself with how a Financial Adviser operates, as this will help you answer questions confidently and show that you're the right fit for the role.
✨Attention to Detail is Key
Since this role requires producing accurate and well-presented client information, practice demonstrating your attention to detail. Bring examples of how you've ensured accuracy in previous roles, especially when preparing client meeting packs or reports.
✨Proactive Communication
Be ready to discuss how you've effectively communicated across departments in the past. Think of specific instances where you identified gaps or inconsistencies and took the initiative to resolve them, as this aligns perfectly with what they’re looking for.
✨Familiarity with Tools
If you have experience using tools like IO, Curo, Cashcalc, or Dynamic Planner, make sure to highlight this during your interview. If not, do a bit of research on these platforms so you can speak about them intelligently, showing your willingness to learn and adapt.
