Ifa Senior Administrator - Bromsgrove, United Kingdom - AFH Financial Group

AFH Financial Group

Verified Company

Bromsgrove, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Senior Administrator
A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.

We have an exciting opportunity to join our existing Administration team.

We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities.

You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

As an IFA Senior Administrator you would be working as a team to provide timely and efficient administration to support the IFA's and AFH Wealth Management's organisational strategy.

Key Responsibilities as our IFA Senior Administrator will include:

To provide efficient administrative support to a number of IFA's
To be a point of contact for IFA's, clients, life offices and members of the business
Maintenance of all administration systems, ensuring all client data is accurate and up to date
Maintenance of diary management system, ensuring daily workflow is completed accurately and in line with 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 and format reports in accordance with Company guidelines
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
Process payment requests and surrenders using SLA's and compliance guidelines
Deal with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion
Obtain valuations/details on existing policies, ensuring the administration system is updated accurately
121 meetings with IFA's where necessary
Deal with any urgent post in accordance with SLA's
Provide coaching and support for other team members
To be able to delegate work to your Administrator efficiently and effectively
To work closely alongside your allocated Administrator and help them to prioritise and manage their workflow, ensuring accuracy at all times
Any other reasonable request made by a Director/Manager of the business

What we are looking for in our ideal IFA Senior Administrator:

Previous experience of supporting advisers in an office administration support role is preferable
Previous experience of coaching and supporting team members
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 of working for AFH Wealth Management:

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 three-month probation
Contributory pension scheme, and deathinservice benefit
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
Enhanced Maternity, adoptive and paternity pay
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.