Ifa Administrator - Sheffield, United Kingdom - AFH Financial Group

AFH Financial Group

Verified Company

Sheffield, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator - Sheffield
An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business and support our strong growth plans, with hybrid working.

This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

As our IFA Administrator - Sheffield you will typically:

Provide efficient administrative support to a number of IFA's
Be a point of contact for clients, life offices and members of the business
Maintain of all administration systems, ensuring all client data is accurate and up to date
Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA's
Assist with the management of the IFA's portfolio of existing business
Ensure appropriate documentation is scanned and attached to the relevant client records
Prepare new business and review packs for IFA client meetings
Obtain research when requested for protection and annuity products
Provide mortgage research for IFA's using online systems
Obtain illustrations for products from providers either online or over the telephone
Undertake filing, photocopying and scanning duties when required
Deal with fund switches and surrenders using SLA's and compliance guidelines
Obtain valuations/details on existing policies, ensuring administration system is updated accurately
121 meetings with IFA's where necessary
Attach post to relevant client records and deal with any urgent mail within SLA's
Any other reasonable request made by a Director/Manager of the business

What we are looking for in our ideal IFA Administrator - Sheffield

Previous experience within an IFA / Wealth Management / Financial Planning setting
Previous experience with Pensions and Investments is required
Effective organisational and planning skills
Able to work to deadlines
Able to forge and develop relationships
Experienced using Microsoft Word, Excel & Outlook
Delivery focused, with a drive for quality throughout
Excellent interpersonal and communication skills
Must have a keen eye for detail
Willing to learn and develop
Able to work as part of a team, or if required, under your own initiative
Work as part of a shift rota pattern of 8am 4pm, 9am 5pm, 10am 6pm

Benefits and Perks at AFH
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Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
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Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
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Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
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Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
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Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
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Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
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Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.