Administrator

1 week ago


Bromsgrove, United Kingdom AFH Financial Group Full time

**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 IFA Administration 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 office with remote working. 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 Administrator you would work as a team and to provide timely and efficient administration to support the IFA’s and AFH Wealth Management’s organisational strategy.

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

- To provide efficient administrative support to a number of IFA’s
- To be a point of contact for clients, life offices and members of the business
- 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
- Assist with the management of the IFA’s portfolio of existing business
- Ensure appropriate documentation is scanned and attached to the relevant client records
- Prepare new business and review packs for IFA client meetings
- Obtain research when requested for protection and annuity products
- Provide mortgage research for IFA’s using online systems
- Obtain illustrations for products from providers either on-line or over the telephone
- Undertake filing, photocopying and scanning duties when required
- Deal with fund switches and surrenders using SLA’s and compliance guidelines
- Obtain valuations/details on existing policies, ensuring administration system is updated accurately
- 121 meetings with IFA’s where necessary
- Attach post to relevant client records and deal with any urgent mail within SLA’s
- Any other reasonable request made by a Director/Manager of the business

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

- Previous experience within a similar role
- 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 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.


  • Administrator

    4 weeks ago


    Bromsgrove, United Kingdom Adcock Refrigeration and Air Conditioning Full time

    Job Advert We are looking for a talented, organized Administrator to join our busy team in Bromsgrove. If you are on the lookout for your next opportunity, with an employer that cares deeply for its employees and has a history of long-serving employees, then this may be your chance. Adcock Refrigeration and Air Conditioning is a widely respected company...

  • Administrator

    8 hours ago


    Bromsgrove, United Kingdom Adcock Refrigeration and Air Conditioning Full time

    Job Advert We are looking for a talented, organized Administrator to join our busy team in Bromsgrove. If you are on the lookout for your next opportunity, with an employer that cares deeply for its employees and has a history of long-serving employees, then this may be your chance. Adcock Refrigeration and Air Conditioning is a widely respected company...

  • Administrator

    2 weeks ago


    Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time

    **IFA Administrator** **Bromsgrove** **Must Be Able To Drive** Bell Cornwall Recruitment have a new and exciting opportunity for an experienced administrator to join a Financial Wealth company in Bromsgrove. Our client is looking for an experienced administrator who can support IFA’s with their daily administrative duties. Roles and responsibilities...

  • Administrator

    3 weeks ago


    Bromsgrove, United Kingdom Pertemps Redditch Commercial Full time

    Do you have strong Administration experience and looking to develop your skills within an Administration role with an immediate start? Please see below. **Administrator** **Bromsgrove Temporary** **£10.50 - £11.50 per hour** **Monday to Friday 9am - 5pm** Duties for Administrator include but not limited to: - Processing and inputting data - Matching...

  • Administrator

    4 weeks ago


    Bromsgrove, United Kingdom Aspire People Limited Full time

    School Administrator (SIMS) Bromsgrove £10.68 - £13.00 per hour Are you an Administrator with a background working in a school environment or similar? Are you friendly, outgoing and highly motivated? Aspire People are currently recruiting for School Administrators to work in the Bromsgrove area. It is advantageous that applicants have some school...

  • Administrator

    2 weeks ago


    Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time

    **Administrator** **SA/BCR/10440** **Competitive Salary** **Bromsgrove** *** Administrator Responsibilities: - First point of contact for both clients and members of the company - Workflow management for the team - General ad-hoc administration - Administration experience, ideally within the financial sector - Strong IT Skills, including the Microsoft...

  • Administrator

    2 weeks ago


    Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time

    **Administrator** **Bromsgrove** **Ref: NT/BCR/10440** The Role: - Assist with acquisition projects and liaising with third parties - Acting as an assistant to the Acquisition manager - Attending meetings and taking minutes when necessary - Liaising with individual stakeholders and gathering information for projects - Preparation of meeting agendas -...

  • Administrator

    2 weeks ago


    Bromsgrove, United Kingdom OmniRMS Full time

    Administrator Permanent, Full Time **Salary**: £25,000 Location: Bromsgrove, B61 7AQ (hybrid working available) We are recruiting for an experienced Administrator to support our construction team based in Bromsgrove. - Previous administration experience - Exposure to the construction industry would be helpful but not essential - Good communication...

  • Administrator

    1 week ago


    Bromsgrove, United Kingdom Arden Personnel Full time

    **Administrator - Bromsgrove - Salary Upto £28k per annum - Full-time - Permanent** As part of a small administrative team, you will be the first contact for clients and engineers. You will support the Service and Maintenance department in delivering exceptional service to our clients. **The day-to-day duties of the successful Scheduling Co-ordinator role...

  • Administrator

    2 weeks ago


    Bromsgrove, United Kingdom Omni RMS Full time

    **Administrator** **Bromsgrove** **£23K - £25K** We are currently working with a large Facilities Management company to recruit an Administrator for their team in Sandwell. The role will be to provide admin support to a team working on a refurbishment and property upgrade project to a Social Housing provider. **Responsibilities** - Establish and...

  • Administrator

    1 week ago


    Bromsgrove, United Kingdom 365 Worcester Full time

    '''Duties''' - Perform various administrative tasks to support the smooth operation of the office - Answer and direct phone calls in a professional and courteous manner - Maintain office supplies and inventory levels - Schedule appointments and manage calendars - Handle incoming and outgoing mail and packages - Assist with data entry and record keeping -...

  • Administrator

    4 weeks ago


    Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time

    **Administrator** Location: Bromsgrove Reference: BCR/KM/10380 Bell Cornwall Recruitment currently have an exciting opportunity for an experienced Administrator to join a well-established Financial Firm based in Bromsgrove! This would suit an individual who is looking for the next step in their administration career. **Responsibilities** - Book and...

  • Administrator

    2 weeks ago


    Bromsgrove, United Kingdom ASC Connections Full time

    An Administrator is required to join a successful business near the Bromsgrove area. An excellent opportunity to gain experience and learn and develop across various departments. Ideal if you have a minimum of 6-12 months experience within administration and/or accounting. As an Administrator you will be; - Assisting on reception, meeting and greeting...

  • Administrator

    3 weeks ago


    Bromsgrove, United Kingdom Bell Cornwall Recruitment Full time

    **Administrator** Location: Bromsgrove Reference: BCR/KM/10380 Bell Cornwall Recruitment currently have an exciting opportunity for an experienced Administrator to join a well-established Financial Firm based in Bromsgrove! This would suit an individual who is looking for the next step in their administration career. **Responsibilities...** - Book and...

  • Administrator

    1 week ago


    Bromsgrove, United Kingdom Frex Logistics Full time

    Job Summary: **Responsibilities**: - Perform general clerical duties including photocopying, faxing, and filing - Manage office correspondence and communications - Maintain accurate records and data entry using computerised systems - Coordinate appointments and meetings, including managing calendars - Answer and direct phone calls with professionalism and...


  • Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    Pension Administrator , to join our busy team in Bromsgrove. You will have responsibility for the administration of clients' group pensions, working with Consultants and Senior Team Members to oversee implementations and remedial work.Undertaking comprehensive data validation exercisesProducing & reconciling payroll deduction schedules within agreed Service...

  • Administrator

    1 week ago


    Bromsgrove, United Kingdom Addington Ball Full time

    If you’re passionate about organisation and love making a difference, this opportunity is tailor-made for you. A professional services firm based in Bromsgrove seek an Administrator where you’ll play a pivotal role in the admin and filing systems throughout the firm. This is a customer focused role where no two days are the same, getting involved in...

  • Administrator

    2 weeks ago


    Bromsgrove, United Kingdom Multistaff Recruitment Solutions Full time

    **Administrator** If you have a passion for serving customers and completing daily administrative tasks this is the perfect opportunity for you! **Responsibilities** - Serving customers on the shop floor and assisting with any queries - Booking jobs onto the in-house system - Ordering from suppliers and making sure stock is available - Filing away...

  • Administrator

    4 weeks ago


    Bromsgrove, United Kingdom Excool Full time

    In joining Excool you would be part of a world leading company where opportunities are virtually whatever you want them to be. As the UK’s leading manufacturer of Air-conditioning and Heat Pump equipment, in addition to exporting over £50,000,000 over the past few years resulting in the “Queens Award for Enterprise, we can offer exceptional prospects...

  • Administrator

    7 hours ago


    Bromsgrove, United Kingdom Excool Full time

    In joining Excool you would be part of a world leading company where opportunities are virtually whatever you want them to be. As the UK’s leading manufacturer of Air-conditioning and Heat Pump equipment, in addition to exporting over £50,000,000 over the past few years resulting in the “Queens Award for Enterprise, we can offer exceptional prospects...