IFA Administrator

IFA Administrator

Join to apply for the IFA Administrator role at Sahasraa Solutions

This hybrid-based IFA Administrator job in Borehamwood is suitable for an individual experienced within financial planning, keen to join a growing company.

• Providing proactive support to 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.
• Preparing meeting packs and information ahead of client appointments.
• Processing new business.
• Key illustrations, projections and valuations.

• 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.

• 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.

Borehamwood