IFA Administrator

2 weeks ago

Stoke Pound, United Kingdom CV-Library Full time

IFA 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. 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 IFA Administrator will include:

To provide efficient administrative support to a number of IFA’s

Preparation of correspondence including letters and emails

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 IFA 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 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 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 IFA 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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