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For Companies At a Glance
- Tasks: Be the essential link between advisers, paraplanners, and clients, ensuring smooth advice processes.
- Company: Join a rapidly growing IFA firm with industry-leading professionals.
- Benefits: Enjoy a competitive salary, hybrid working, and generous holiday allowance.
- Why this job: Make a real impact in financial services while developing your career.
- Qualifications: Experience in financial administration and a keen eye for detail.
- Other info: Great opportunities for career progression tailored to your goals.
The predicted salary is between 22000 - 28000 £ 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
- Preparing for client meetings and ensuring data is accurate
- Ensuring reports, forms and review documentation are fully completed
- Liaising with providers and across departments to identify and rectify gaps or inconsistencies
- Providing advisers and paraplanners with the information they need to carry out their responsibilities effectively
To Be Successful In This Role
- Attention to detail
- Proactive communication
- Commitment to getting it right first time
Qualifications
- You should have experience as an Administrator within a 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 in St Helens employer: Sahasraa Solutions
Contact Detail:
Sahasraa Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Service Associate in St Helens
✨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 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
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which can boost your chances of landing the job.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're proactive and serious about joining the team. Don’t miss out on this opportunity!
We think you need these skills to ace IFA Client Service Associate in St Helens
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Client Service Associate role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
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 background makes you a perfect fit. We love seeing enthusiasm and a personal touch, so let your personality come through!
Showcase Attention to Detail: Since attention to detail is key for this role, make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate candidates who take pride in their work and get it right the first time!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our growing 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. Being able to discuss how a Financial Advisor operates will show that you're not just familiar with the role, but that you understand the bigger picture.
✨Attention to Detail is Key
Since this role involves preparing client meeting packs and ensuring data accuracy, practice being meticulous. Bring examples of how you've successfully managed details in previous roles, as this will demonstrate your commitment to getting it right the first time.
✨Proactive Communication
Prepare to discuss how you've effectively communicated with different teams in the past. Think of specific instances where your proactive approach helped resolve issues or improved processes, as this aligns perfectly with what they’re looking for.
✨Familiarise Yourself with Relevant Tools
If you have experience with tools like IO, Curo, Cashcalc, or Dynamic Planner, be ready to talk about it. If not, do a bit of research to understand how these tools work and how they can aid in the advice process. This shows initiative and readiness to hit the ground running.
