IFA Administrator - Sheffield

Job Description

IFA Administrator – SheffieldAn 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. This is a full-time, permanent opportunityand in return, you will receive a 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 Administrator – Sheffield you will typically:

• Provide efficient administrative support to a number of IFA’s
• Prepare of correspondence including letters and emails
• Be a point of contact for clients, life offices and members of the business
• Maintain 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 – Sheffield

• Previous experience within an IFA / Wealth Management / Financial Planningsetting
• Previous experience with Pensions and Investments is required
• 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 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://careers/ or email the People Resourcing team via . We look forward to hearing from you!