Ifa Senior Administrator

**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 Bromsgrove office with 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**:

- To provide efficient administrative support to a number of IFA’s
- To be a point of contact for IFA’s, 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 accurately and in line with 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 and format reports in accordance with Company guidelines
- 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
- Process payment requests and surrenders using SLA’s and compliance guidelines
- Deal with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion
- Obtain valuations/details on existing policies, ensuring the administration system is updated accurately
- 121 meetings with IFA’s where necessary
- Deal with any urgent post in accordance with SLA’s
- Provide coaching and support for other team members
- To be able to delegate work to your Administrator efficiently and effectively
- To work closely alongside your allocated Administrator and help them to prioritise and manage their workflow, ensuring accuracy at all times
- Any other reasonable request made by a Director/Manager of the business

**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.