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Join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms.
We are seeking individuals who wish to grow with us and support our expansion, offering hybrid working. This is a full-time, permanent role with a competitive salary and benefits.
Please apply today to register your interest in joining the team and supporting Independent Financial Advisers through your effective administration skills.
As our IFA Senior Administrator, you will typically:
* Provide efficient administrative support to IFA’s
* Prepare correspondence including letters and emails
* Act as a point of contact for IFA’s, clients, life offices, and staff
* Maintain all administration systems, ensuring client data accuracy
* Manage diaries to ensure daily workflows meet SLA deadlines
* Assist with managing the IFA’s portfolio of existing business
* Ensure documentation is scanned and attached to client records
* Prepare and format reports per company guidelines
* Prepare new business and review packs for client meetings
* Research protection and annuity products as requested
* Provide mortgage research using online systems
* Obtain product illustrations from providers
* Handle filing, photocopying, and scanning duties
* Process payment requests and surrenders following SLA and compliance guidelines
* Manage fund switch requests online and follow through to completion
* Obtain policy valuations and update administration systems accurately
Ideal candidate qualities include:
* Experience supporting advisers in an office administration role (preferred)
* Experience coaching and supporting team members
* Strong organizational and planning skills
* Ability to meet deadlines
* Relationship-building skills
* Proficiency in Microsoft Word, Excel, & Outlook
* Focus on quality and delivery
* Excellent interpersonal and communication skills
* Attention to detail
* Willingness to learn and develop
* Ability to work independently or as part of a team
Benefits and Perks at AFH
* Flexible working arrangements and holidays, including buy & sell schemes and your birthday off
* Annual Christmas and Summer parties
* Contributory pension scheme with Royal London and death-in-service benefit
* Discretionary annual bonus after one year of service
* Health and wellbeing benefits via the MediCash app
* Tailored learning and development programs
* Shopping discounts and cashback offers through various retailers
For more information, visit our Careers website or contact the People Resourcing team at recruitment@afhgroup.com. We look forward to hearing from you!
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