Executive Ifa Administrator - Stoke Heath, United Kingdom - AFH Wealth Management

AFH Wealth Management
AFH Wealth Management
Verified Company
Stoke Heath, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Executive IFA Administrator / Paraplanner


We have an exciting opportunityto join our existing administration team
. We are looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities.

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


Please do feel free to talk to us about flexible working as well as remote, hybrid working and part time options that enable you to be your best.

Immediate starts are available.


As an
Executive IFA Administrator, you would provide timely and efficient administration support to senior IFA's and AFH Wealth Management's organisational strategy.


Key Responsibilities as our Executive IFA Administrator / Paraplanner will include:

  • To provide comprehensive technical and administrative support to a number of senior IFAs
  • The mentoring of an Administrator to assist with workload and adviser requests
  • Provide an effective link between the client and advisers ensuring that both are kept up to date with any requests that they may have submitted
  • 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 in line with agreed SLA's
  • The management of the IFA's diary including the arrangement of client meetings
  • Ensure appropriate documentation is scanned and attached to client records
  • Working in a client facing team, serving HNW clients and assisting with the creation of financial planning reports in order to meet the client requirements
  • Prepare new business and review packs for IFA client meetings
  • Draft and coordinate technical documents and research for client presentations
  • Obtain research when requested for protection and annuity products
  • Obtain illustrations for all products from providers either online or over the telephone
  • Undertake filing, photocopying and scanning duties when required
  • Deal with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion
  • Ensure that payment and surrender requests are processed using SLA's and compliance guidelines
  • 121 meetings with IFA's where necessary
  • Deal with any post in accordance with SLA's
  • Any other reasonable request made by a Director/Manager of the business

What we are looking for in our ideal Executive IFA Administrator / Paraplanner:

  • Experience is required within a Financial Services IFA support role and a particular interest in both Pensions and Investments
  • Proficient in suitability report writing
  • A focused individual with a drive for quality and professionalism
  • Experienced using Microsoft Word, Excel & Outlook
  • Excellent written and numerical skills and an exceptional communication style
  • Experience of using all key financial services platforms, in particular WRAP platforms
  • Work as part of a shift rota pattern of 8am 4pm, 9am 5pm, 10am 6pm
  • RO1 and RO5 exam qualifications (desirable)

Core Competencies:


  • Excellent interpersonal and communication skills that build relationships with internal & external clients
  • Able to use own initiative and takes ownership of any task through to completion
  • Effective organisational and time management skills ensuring all deadlines are met
  • Displays a positive and flexible attitude at all times
  • An ability to problem solve and seek out information to make decisions
  • Understands the importance of when to escalate issues to Department Head

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 500 employees nationwide, AFH is one of the UK's leading independent financial advisory firms.

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