IFA 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 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 IFA Administrator will include:
To provide efficient administrative support to a number of IFA’s
Preparation of correspondence including letters and emails
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 IFA 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 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.
If you or anyone that you know are interested in becoming a part of our growing community as our IFA Administrator, get in touch and click ‘APPLY’ today or email us via (url removed). We look forward to hearing from you