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Ifa Senior Administrator- Barnstaple

5 months ago

Barnstaple, United Kingdom AFH Financial Group Full time

**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 Barnstaple officewith 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**:

- Provide full administrative support to clients and IFA’s ensuring client satisfaction.
- Assist with day-to-day administration of corporate clients including queries from Employers, scheme members and IFA’s.
- Liaise with external payroll providers and employers to obtain payroll/pension scheme data.
- Prepare payroll/pension data for uploads ready for the employer’s validation and agreement prior to uploading.
- Upload the pension scheme data monthly to product provider systems for submission within the deadlines set by The Pension Regulator.
- Reconciliation of uploaded employee data to check monthly processing of pension contributions, in relation to joining and leavers.
- Completion of auto-enrolment assessments and re-enrolment assessments.
- Completion of re-enrolment declarations on behalf of the employer.
- Liaise with clients and providers on a regular basis to ensure schemes are kept up to date.
- Carry out routine audits of schemes to ensure the data held is correct.
- Liaise with the Employer regarding group death in service scheme renewals assisting the IFA with the selection of scheme.
- Prioritise your workload and carry out diary tasks in line with agreed service levels.
- Accurately maintain back-office systems and client records in line with company policies.
- Routinely and consistently follow company procedures and compliance requirements.
- Assisting the Corporate Team Manager with project management.
- Work as part of a team and accept a shared responsibility for colleagues/workloads within team as required.

**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 death-in-service 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.