Senior Administrator Barnstaple

Job Description

IFA Senior Administrator - BarnstapleA fantastic opportunity to join AFH Wealth Management,oneof 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, withhybrid working and shift patterns of 8am – 4pm, 9am – 5pm,10am – 6pm. This is afull-time, permanent opportunityand in return, you will receivea competitive salary andrange of benefits.Please apply today to register your interest injoiningtheteam, as you support Independent Financial Advisers through your effect administration skills.As our IFA Senior Administrator you will typically:

• Be a point of contact for IFA’s, clients, life offices and members of the business
• Providecoaching and support for other team members, working closely withan allocated Administrator to help them prioritise and manage their workflow
• Maintainadministration systems and thediary management system, ensuring client data is accurate and up to date anddaily workflow is completed accurately and in line with SLA’s
• Prepareletters andemails, dealing with any urgent post in accordance with SLA’s
• Undertakefiling, photocopying and scanning duties when required, ensuring appropriate documentation is scanned and attached to the relevant client records

Other duties include:

• Assisting with the management of the IFA’s portfolio of existing business
• Preparingand format reports, new business and review packs for IFA client meetings
• Obtaining research when requested for protection and annuity products, and provide mortgage research for IFA’s using online system
• Obtaining illustrations for products from providers either on-line or over the telephone
• Processing payment requests and surrenders using SLA’s and compliance guidelines
• Dealing with fund switch requests and also be responsible for processing fund switches online (where applicable) and follow through to completion
• Obtaining valuations/details on existing policies, ensuring the administration system is updated accurately

What we are looking for in our ideal IFA Senior Administrator:

• Experience of supporting advisers in an office administration support role
• Coaching and supporting team members
• Effective organisational and planning skills with the abilityto work to deadlines
• Able to forge and develop relationships, through excellent interpersonal and communication skills
• Delivery focused, with a drive for quality throughout, usinga keen eye for detail
• Willing to learn and develop, workingas part of a team andunder 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.

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 Senior Administrator, get in touch and click ‘APPLY’ today or email us via . We look forward to hearing from you!