Administrator

**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.