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New Business Administrator

2 months ago

Bromsgrove, United Kingdom AFH Financial Group Full time

**New Business Administrator**

We have an exciting opportunity to join our existing New Business team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove Head Office.

As a New Business Administrator, you would work as a team and to provide timely, efficient, and accurate processing of new business and service propositions to support the IFA’s and AFH Wealth Management’s organisational strategy.

**Key Responsibilities as our New Business Administrator will include**:

- Complete 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)
- 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 where necessary to obtain information for new business tracking
- Any other reasonable request made by a Director/Manager of the business

**What we are looking for in our ideal New Business Administrator**:

- Previous 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
- Work as part of a shift rota pattern of 8am - 4pm, 9am - 5pm, 10am - 6pm

**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.

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