IFA Senior Administrator | Bromsgrove, UK

AFH financial group; Bromsgrove; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Join a forward-thinking company as an IFA Senior Administrator, where you will play a crucial role in supporting Independent Financial Advisers. This full-time position offers a blend of hybrid working and a competitive salary, along with a range of benefits designed to enhance your work-life balance. You will be responsible for providing efficient administrative support, managing client data, and ensuring smooth operations within the team. If you possess strong organisational skills and a keen eye for detail, this is an ideal opportunity to grow your career in a supportive environment that values professional development and employee well-being.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing initiatives

Professional development programs

Shopping discounts

Qualifications

• Experience in office administration support for advisers is preferable.
• Strong organisational and planning skills are essential.
• Excellent communication skills and attention to detail are a must.

Responsibilities

• Provide administrative support to Independent Financial Advisers.
• Maintain accurate client data and manage diary systems.
• Prepare correspondence and assist with client meetings.

Skills

Organisational Skills

Communication Skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Interpersonal Skills

Attention to Detail

Teamwork

Coaching Skills

Deadline Management

Job description

IFA Senior Administrator

An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business and support our strong growth plans, with hybrid working. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

Please apply today to register your interest in joining the team, as you support Independent Financial Advisers through your effect administration skills.

As our IFA Senior Administrator you will typically:

• Provide efficient administrative support to a number of IFA's
• Prepare correspondence including letters and emails
• Be a point of contact for IFA's, clients, life offices and members of the business
• Maintain all administration systems, ensuring all client data is accurate and up to date
• Maintain 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

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

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.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via [e-mail]. We look forward to hearing from you!

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.