IFA Administrator

Job Description

Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development Then AFH could be right for you!With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UKs leading independent financial advisory firms.IFA AdministratorWe have an exciting opportunityto 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 officewith hybridworking. 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 IFAs and AFH Wealth Managements organisational strategy.Key Responsibilities as our IFA Administratorwill include:

• To provide efficient administrative support to a number of IFAs
• 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 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 new business and review packs for IFA client meetings
• Obtain research when requested for protection and annuity products
• Provide mortgage research for IFAs 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 SLAs and compliance guidelines
• Obtain valuations/details on existing policies, ensuring administration system is updated accurately
• 121 meetings with IFAs where necessary
• Attach post to relevant client records and deal with any urgent mail within SLAs
• 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 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

If you are interested in becoming a part of our growing community as our IFA Administrator, get in touch and click APPLY today! We would love to hear from you!Due to our continued success and plans to continue growing as a business, we are keen to discuss opportunities within AFH Wealth Management across a number of our offices. If you are not sure which opportunity would be the most suitable for you, then pleasedo make us aware of your experience and interest in joining AFH by sending your CV to .