New Business Administration Assistant - Bromsgrove, United Kingdom - AFH Financial Group

AFH Financial Group

Verified Company

Bromsgrove, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

New Business Administration Assistant

As an New Business Administration Assistant, you will work within the New Business Team, completing the logging of New Business received, ensuring the entry of accurate data, maintaining department diary, providing administration support and completing team post duties.

Please do feel free to talk to us about flexible working as well as hybrid working and part time options for you.

Immediate starts are available.

Key Responsibilities as our New Business Administration Assistant will include:

To be a point of contact for clients, providers and members of the business
Update and manage a diary system, dealing with the relevant new business diary entries within set SLA's (service level agreements) to the conclusion of the new business processing
Maintenance of all administration systems, ensuring that all client data is accurate and up to date
Assist with the management of the IFAs pipeline of new business.
Use online systems where necessary to obtain information for new business tracking
Overseeing workflow management and coordinating functions within the team.
Acting as support to team members in communications to IFAs re initial case checking.
Acting as a referral point for team members in relation to regulatory queries.
Providing administrative support.
Referring any New Business to Compliance that requires a precheck before submission.
Ensuring that any post received is distributed or dealt with each day.
The daily checking of various inboxes/ diary filters ensuring that this is dealt with or distributed to the relevant team members.
Accurately scan and attach compliance documents via the XPlan system
Any other reasonable request made by a Director/Manager of the business.
Scanning of New Business cases when workloads are high.
The answering of telephone calls and dealing with relevant queries.

What we are looking for in our ideal
New Business Administration Assistant:

Ideally relevant work experience within a similar role
Must have a keen eye for accuracy and attention to detail
Effective organisational and planning skills.
Able to work to deadlines.
Experienced using Microsoft Word and Excel.
Delivery focused, with a drive for quality throughout
Excellent interpersonal and communication skills
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 of working for AFH:

Training and qualifications
We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your threemonth probation
Contributory pension scheme, and deathinservice benefit at 4 x your annual salary
Competitive salary and annual discretionary bonus, following one year's service
Health benefit scheme including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK's leading independent financial advisory firms.