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Executive IFA Administrator

3 months ago

Bromsgrove, United Kingdom AFH Wealth Management Full time

Executive IFA Administrator

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

As our Executive IFA Administrator you will typically:

  • 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
  • Preparation of any client correspondence including letters and emails
  • 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
  • Write and format financial planning reports on a number of subjects in accordance with company and compliance guidelines
  • 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
  • Pre-population of application forms, money laundering, fact finds and other required documentation
  • Draft and co-ordinate technical documents and research for client presentations
  • Obtain research when requested for protection and annuity products
  • Obtain illustrations for all products from providers either on-line 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:

  • 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

Benefits and Perks at AFH

  • 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.
  • Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
  • Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
  • Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
  • 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.
  • Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes.
  • 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.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.