Senior Administrator - Barnstaple, United Kingdom - AFH Financial Group

AFH Financial Group

Verified Company

Barnstaple, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Senior Administrator - Barnstaple

A fantastic 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 and shift patterns of 8am - 4pm, 9am - 5pm, 10am - 6pm.

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

As our IFA Senior Administrator you will typically:

Be a point of contact for IFA's, clients, life offices and members of the business
Provide coaching and support for other team members, working closely with an allocated Administrator to help them prioritise and manage their workflow
Maintain administration systems and the diary management system, ensuring client data is accurate and up to date and daily workflow is completed accurately and in line with SLA's
Undertake filing, photocopying and scanning duties when required, ensuring appropriate documentation is scanned and attached to the relevant client records

Other duties include:

Assisting with the management of the IFA's portfolio of existing business
Preparing and format reports, new business and review packs for IFA client meetings
Obtaining research when requested for protection and annuity products, and provide mortgage research for IFA's using online system
Obtaining illustrations for products from providers either online or over the telephone
Processing payment requests and surrenders using SLA's and compliance guidelines
Dealing with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion
Obtaining valuations/details on existing policies, ensuring the administration system is updated accurately

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

Experience of supporting advisers in an office administration support role
Coaching and supporting team members
Effective organisational and planning skills with the ability to work to deadlines
Able to forge and develop relationships, through excellent interpersonal and communication skills
Delivery focused, with a drive for quality throughout, using a keen eye for detail
Willing to learn and develop, working as part of a team and under your own initiative

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.

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.