IFA Senior Administrator

AFH Wealth Management; Bromsgrove; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

AFH Wealth Management is seeking an IFA Senior Administrator to provide essential administrative support to Independent Financial Advisers. The role includes managing client data, correspondence, and ensuring efficient workflows. The ideal candidate will possess strong organizational and communication skills, with a focus on quality and delivery. Join a leading firm offering competitive benefits and opportunities for growth.

Benefits

Flexible working arrangements

Annual Christmas and Summer parties

Contributory pension scheme

Discretionary annual bonus

Health and wellbeing benefits

Tailored learning and development programs

Shopping discounts and cashback offers

Qualifications

• Experience supporting advisers in an office administration role preferred.
• Proficiency in Microsoft Office suite.

Responsibilities

• Provide efficient administrative support to IFAs.
• Prepare correspondence and manage diaries.
• Ensure client data accuracy and documentation.

Skills

Organizational skills

Communication skills

Attention to detail

Relationship-building skills

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

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About My Application

• I confirm that my details are complete and correct
• I confirm I have the right to work in the country where this job is based

Join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms.

We are seeking individuals who wish to grow with us and support our expansion, offering hybrid working. This is a full-time, permanent role with a competitive salary and benefits.

Please apply today to register your interest in joining the team and supporting Independent Financial Advisers through your effective administration skills.

As our IFA Senior Administrator, you will typically:

• Provide efficient administrative support to IFA’s
• Prepare correspondence including letters and emails
• Act as a point of contact for IFA’s, clients, life offices, and staff
• Maintain all administration systems, ensuring client data accuracy
• Manage diaries to ensure daily workflows meet SLA deadlines
• Assist with managing the IFA’s portfolio of existing business
• Ensure documentation is scanned and attached to client records
• Prepare and format reports per company guidelines
• Prepare new business and review packs for client meetings
• Research protection and annuity products as requested
• Provide mortgage research using online systems
• Obtain product illustrations from providers
• Handle filing, photocopying, and scanning duties
• Process payment requests and surrenders following SLA and compliance guidelines
• Manage fund switch requests online and follow through to completion
• Obtain policy valuations and update administration systems accurately

Ideal candidate qualities include:

• Experience supporting advisers in an office administration role (preferred)
• Experience coaching and supporting team members
• Strong organizational and planning skills
• Ability to meet deadlines
• Relationship-building skills
• Proficiency in Microsoft Word, Excel, & Outlook
• Focus on quality and delivery
• Excellent interpersonal and communication skills
• Attention to detail
• Willingness to learn and develop
• Ability to work independently or as part of a team

Benefits and Perks at AFH

• Flexible working arrangements and holidays, including buy & sell schemes and your birthday off
• Annual Christmas and Summer parties
• Contributory pension scheme with Royal London and death-in-service benefit
• Discretionary annual bonus after one year of service
• Health and wellbeing benefits via the MediCash app
• Tailored learning and development programs
• Shopping discounts and cashback offers through various retailers

For more information, visit our Careers website or contact the People Resourcing team at [e-mail]. We look forward to hearing from you!