IFA Administrator

Sahasraa Solutions; Talbot Green; Hybrid; GBP 28,000 - 30,000; Full time

Job summary

A national IFA firm seeks an IFA Administrator to join their team in South Rhondda Cynon Taf. Responsibilities include supporting Financial Advisors, managing client interactions, and processing new business. The firm values growth and offers a competitive salary with benefits, including hybrid working and excellent career progression.

Benefits

28 days holiday + BHs, rising to 30 days

4x DIS

PMI

Group Income Protection

Employee Assistance Programme

Medicash

5% employer pension and 3% employee pension

Discretionary annual bonus

Qualifications

• Experience as an Administrator within a financial planning firm.
• Knowledge of financial planning processes and Financial Advisor operations.
• Comfortable and confident when contacting clients.

Responsibilities

• Provide proactive support to Financial Advisors.
• Manage diaries and arrange meetings for Financial Advisors.
• Process new business and liaise with stakeholders.

Skills

Client Communication

Financial Planning Knowledge

Proactive Support

Job description

This hybrid-based IFA Administrator job in South Rhondda Cynon Taf 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 - £30,000 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

South Rhondda Cynon Taf

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