IFA Administrator - AFH Wealth Management : Job Details

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 . We look forward to hearing from you!