Senior Administrator

7 months ago


Barnstaple, United Kingdom AFH Financial Group Full time

**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 on-line 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**
- **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 to pursue your career goals.
- **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.


  • Senior Administrator

    3 weeks ago


    Barnstaple, United Kingdom Quartz Recruitment Full time

    **Job role : Senior Administrator** **Location: Barnstaple** **Full Time or Part Time considered** **Salary: £23k pro rata** **Senior Administrator** A registered charity providing affordable homes for people who need them is looking for a Senior Administrator to join its team in Barnstaple. **The role is to support the Head of Governance, Risk and...


  • 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...


  • Barnstaple, United Kingdom Children’s Hospice South West Full time

    Accept incoming phone calls and transfer calls or take messages as appropriate. To pass phone messages on at the earliest opportunity according to the system agreed. Accurately produce or edit any letters, reports, or other documentation from either database, digital, audiotape, handwritten material or verbal direction. Work with the PA Executive, Care...


  • Barnstaple, United Kingdom Barnstaple Chiropractic Clinic Full time

    Due to the continued growth of our Practice we are looking for an additional team member, someone who is dynamic, vibrant, loyal and hardworking. They will complement our dedicated strong professional team, to support and deliver the best health care for our patients. The practice has been established for 25 years and the clinic runs to a very high standard...


  • Barnstaple, United Kingdom Zoop Recruitment Full time

    Zoop are delighted to be recruiting a Financial Services Administrator for a new and fresh financial services business. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. **Key Responsibilities**: - Client...

  • Administrator

    7 months ago


    Barnstaple, United Kingdom The Amber Foundation - Charity number 1051388 Full time

    The safe recruitment of staff in Amber is the first step to safeguarding and promoting the welfare of children and young people in our care. Amber is committed to safeguarding and promoting the welfare of all children and young people in its care. As an employer, Amber expects all staff and volunteers to share this commitment. **Job Title -...

  • Senior Care Manager

    3 weeks ago


    Barnstaple, Devon, United Kingdom Avon Search & Selection Full time

    Senior Care Manager OpportunityA senior care manager is required to lead a team of professionals in delivering high-quality care services.The successful candidate will have a minimum of 2 years' experience in a similar role, ideally with a Good/Outstanding CQC rating. They will be responsible for ensuring regulatory requirements are met and maintaining the...


  • Barnstaple, Devon, United Kingdom Clark Wood Full time

    We are recruiting an experienced Accounts Technician / Accounts Semi Senior to join our team at Clark Wood. As a member of our dynamic Accounts department, you will be responsible for preparing financial statements, compiling tax computations, and delivering bookkeeping and management accounting services.Job Description:Prepare financial statements for...


  • Barnstaple, Devon, United Kingdom Avon Search & Selection Full time

    Senior Care Services Manager PositionBarnstaple, UKSalary £42,000 - £47,000 per annum + BenefitsWe are seeking an experienced and motivated Senior Care Services Manager to lead our team at a Private Specialist care facility in Ilfracombe.The successful candidate will have a minimum of 2 years' experience in a similar role and be a registered Home Manager...

  • Senior Paraplanner

    2 weeks ago


    Barnstaple, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Senior Paraplanner** **Salary: £35,000 - £42,000** **Location: North Devon/Remote** This role is with a well respected firm of Financial planners that have an excellent reputation within the industry. to grow over the last few of years and have advisors across the country throughout several offices. The business is split between...


  • Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time £50,000 - £75,000

    We are looking for an experienced **Financial Advisor** to join our team as a Senior Advisor. As a key member of our team, you will have the opportunity to work with a highly respected IFA firm that offers quality leads, existing clients, and a comprehensive back office support system.Your main responsibility will be to deliver advice to clients through a...


  • Barnstaple, Devon, United Kingdom Systems Engineering & Assessment (SEA) Full time

    About The JobWe are Systems Engineering & Assessment (SEA), a cutting-edge company in the field of systems engineering. We are looking for a skilled Senior Documentation Writer Lead to join our team.The successful candidate will provide technical and administrative support to our Engineering, Bids and Projects teams. This involves writing technical...


  • Barnstaple, Devon, United Kingdom Avon Search & Selection Full time

    About the Job">This exciting opportunity requires a motivated and enthusiastic individual to lead a Private Specialist care facility in Ilfracombe.Job OverviewAn experienced Registered Home Manager is sought to provide leadership to the Care, Facilities and Administration teams.The ideal candidate will have achieved a Good/Outstanding CQC rating and hold a...


  • Barnstaple, Devon, United Kingdom Chefs Recruitment Full time

    About UsChefs Recruitment is hiring a Sous Chef for a Fine Dining Restaurant in Barnstaple, Devon.Job OverviewWe offer guests a high-end dining experience alongside our more relaxed lounge area. As a Sous Chef, you will be responsible for assisting the Head Chef in both culinary and administrative tasks while communicating with the General Manager.You will...


  • Barnstaple, United Kingdom Avon Search & Selection Full time

    Senior Management Role at Avon Search & SelectionCompensation Package: £41,000.00 - £46,000.00 per annum.About the Job:This senior management position involves leading the care and facilities teams at our esteemed care home in Barnstaple, Ilfracombe.Main Responsibilities:Direct the care, facilities, and administration teams.Evaluate and ensure adherence to...


  • Barnstaple, Devon, United Kingdom Trial Balance Full time

    We are looking for a highly organised and detail-oriented Accounts Administrator to join our team at Trial Balance Consulting. Based in Barnstaple, this full-time position offers a unique opportunity to develop your skills and progress into a senior finance role.The successful candidate will be responsible for managing various aspects of financial...


  • Barnstaple, Devon, United Kingdom NHS Full time

    Job Overview:">We are currently looking for a skilled Clinical Care Assistant to join our dynamic team in the Barnstaple sexual health department.The successful candidate will have the opportunity to work alongside experienced nursing and medical staff, providing essential support in patient care and administrative tasks.The role involves working in a...


  • Barnstaple, Devon, United Kingdom Avon Search & Selection Full time

    Job Description">We are looking for a Senior Registered Home Manager to lead our Private Specialist care facility in Ilfracombe.Key Skills and QualificationsThe ideal candidate will have a minimum of 2 years' experience in a similar role and a relevant qualification such as an NVQ Lv4 or Health & Social Care Diploma (Lv5).Responsibilities">Provide leadership...


  • Barnstaple, United Kingdom Systems Engineering and Assessment Limited Full time

    About UsLead Technical AuthorBristol, Beckington, or Barnstaple (with a mix of office and home-based working)We are offering a competitive salary of up to £65,000 per annum for this position, commensurate with experience.This role involves providing technical and administrative support to our Engineering, Bids and Projects teams, as well as other...

  • Accounting Specialist

    4 weeks ago


    Barnstaple, Devon, United Kingdom Clark Wood Full time

    Clark Wood is a prominent regional firm of Chartered Accountants actively seeking an Accounts Technician / Accounts Semi Senior to join their dynamic Accounts department. This role offers flexible working hours with hybrid working options available.Key Responsibilities:Preparation of financial statements for limited companies, partnerships, and sole traders...