Integration Administrator

7 days ago

Bromsgrove, United Kingdom AFH Financial Group Full time

**Integration Administrator**

A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

The role will require you will work closely with the Senior Administrators and the Integration Supervisor to ensure projects are integrated into AFH in a timely and efficient manner.

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

- Assisting the Senior Administrators and Integration Supervisor with Company Acquisition projects at the Due Diligence stage to post completion integration
- Working with the other Administrators and Senior Administrator/s to ensure due diligence tasks are completed, included but not limited to:

- Assisting with data cleansing
- Ensuring that all agencies are transferred in a timely manner
- Ensuring that any information received is logged centrally and issues raised where applicable
- Checking of client and policy data
- Updating the systems accurately with client and policy information
- Ensure appropriate documentation is input or scanned and attached to client records
- Undertake filing, photocopying, and scanning duties when required
- Any other reasonable request made by a Director/Manager of the business

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

- Experience in a similar role would be desirable
- Effective organisational and planning skills
- Able to work to deadlines
- Ability to identify different scenarios and adapt processes accordingly
- Strong Microsoft skills particularly Excel, Word, and 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 and under your own initiative

**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.

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