New Business Administrator
3 weeks ago
A fantastic opportunity to join 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 in our Bromsgrove office. 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 New Business Administrator, you will work within the New Business Team, processing New Business and service propositions to support AFH financial advisers and the business’ organisational strategy.
Key Responsibilities as our New Business Administrator will include:
Completing compliance and scanning checklists accurately
To be a point of contact for clients, providers and members of the business
Accurately process new business in accordance with compliance guidelines
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
Setting up correct event lists to ensure handovers to other departments are seamless (e.g. Finance, Investment)
Liaise with both internal and external stakeholders by telephone, letter and e-mail
Maintenance of all administration systems, ensuring that all client data is accurate and up to date
Maintenance of diary management system, ensuring that daily workflow is completed in line with SLA's
Ensure appropriate documentation is scanned and attached to the relevant client records
Assist with the management of the IFAs pipeline of new business
Ensure new business files are compliant with FCA and company guidelines - liaising with the Compliance department where necessary
Understanding the process of new business processing e g. PPP's, Bonds, ISA's and GIA's
To ensure Financial Planning Propositions are set up correctly
Use online systems to submit applications (excluding Protection)
Use online systems where necessary to obtain information for new business tracking
What we are looking for in our ideal New Business Administrator:
Experience in a similar role
To strive to be signed off completely by compliance with only 10% of files checked
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
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 three-month probation
Contributory pension scheme, and death-in-service 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.
If you or anyone that you know are interested in becoming a part of our growing community as our New Business Administrator, get in touch and click ‘APPLY’ today or email us via (url removed). We look forward to hearing from you
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