Senior IFA Administrator- Hull

Job Description

IFA Senior Administrator - HullA fantastic opportunity to join one of the UKs leading independent financial advisory and wealth management firms.We have an exciting opportunityto join our existing Administration teamto provide timely and efficient administration to support the IFAs and AFH Wealth Managements organisational strategy.Whilst experience can be a bonus, we are also looking for thoseof you who have a hunger for learning and wish to grow with us as a business in our Hull 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.Key Responsibilities as our IFA Senior Administrator will include:

• To provide efficient administrative support to a number of IFAs
• Preparation of correspondence
• To be a point of contact for IFAs, 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 accurately and in line with SLAs
• Assist with the management of the IFAs 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
• 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 SLAs and compliance guidelines
• Obtain valuations/details on existing policies, ensuring the administration system is updated accurately
• Deal with any urgent post in accordance with SLAs
• To be able to delegate work to your Administrator efficiently and effectively
• To work closely alongside your allocated Administrator and help them to prioritise and manage their workflow, ensuring accuracy at all times
• Any other reasonable request made by a Director/Manager of the business

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
• Work as part of a shift rota pattern of 8am4pm, 9am5pm, 10am6pm

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

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UKs leading independent financial advisory firms.If you or anyone that you know are interested in becoming a part of our growing community as our Senior IFA Administrator, get in touch and click APPLY today or email us via . We look forward to hearing from you!