Ifa Assistant Administrator

3 days ago

Bromsgrove, United Kingdom AFH Financial Group Full time

**Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH could be right for you**

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.

**IFA Assistant Administrator**

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 hybrid 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 Assistant 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 Assistant 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 that all client data is accurate and up to date
- Maintenance of diary management system, ensuring that 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 review packs for IFA client meetings
- Undertake filing, photocopying and scanning duties when required
- Obtain valuations/details on existing policies, ensuring administration system is updated accurately
- Attach post to relevant client records, ensure that all information on the administration systems is updated (e.g. valuations and withdrawals)
- Assist the Senior Pod members with any other workflow requirements as requested
- Any other reasonable request made by a Director/Manager of the business

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

- Ideally work experience within a similar role
- Effective organisational and planning skills
- Able to work to deadlines
- Able to forge and develop relationships
- Delivery focused, with a drive for quality throughout
- Excellent interpersonal and communication skills
- Must have a keen eye for detail
- Able to use Microsoft Word, Excel & Outlook
- 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**:

- Contributory pension scheme
- Bonus scheme
- Cash plan health benefit scheme
- Competitive and flexible holiday allowance, with buy and sell scheme options
- 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
- Employee referral bonus scheme - £1,500 bonus
- Death in service benefit at 4 x your annual salary
- Christmas party and summer events
- Loyalty bonus for all staff based on length of service.
- Additional holiday days for long service

If you are interested in becoming a part of our growing community as our **IFA Assistant Administrator**, get in touch and click **‘APPLY’** today We would love to hear from you

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