IFA Administrator

Sahasraa Solutions; Borehamwood; Hybrid; GBP 28,000 - 32,000; Full time

Job summary

Sahasraa Solutions is seeking an IFA Administrator for their Borehamwood office. This hybrid role involves supporting clients and Financial Advisors throughout the financial planning journey, providing essential administrative support. The ideal candidate should possess experience in a financial planning environment and be ready to contribute to a growing firm that values its team members.

Benefits

4x DIS

PMI

Group Income Protection

Employee Assistance Programme

Medicash

5% employer pension

3% employee pension

Discretionary annual bonus

28 days holiday + BHs, rising by 1 day per year up to 30 days

Excellent career progression

Qualifications

• Experience as an Administrator within a financial planning firm required.
• Good knowledge of financial planning processes and Financial Advisor operations necessary.
• Comfortable contacting clients confidently.

Responsibilities

• Provide proactive support to Financial Advisors.
• Manage advisors' diaries and arrange client meetings.
• Process new business and prepare client meeting packs.

Skills

Knowledge of financial planning processes

Client communication

Education

Experience as an Administrator in a financial planning firm

Job description

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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