Executive IFA Administrator
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
As our Executive IFA Administrator you will typically:
1. To provide comprehensive technical and administrative support to a number of senior IFAs
2. The mentoring of an Administrator to assist with workload and adviser requests
3. Preparation of any client correspondence including letters and emails
4. Provide an effective link between the client and advisers ensuring that both are kept up to date with any requests that they may have submitted
5. Maintenance of all administration systems, ensuring all client data is accurate and up to date
6. Maintenance of diary management system, ensuring daily workflow is completed in line with agreed SLA’s
7. The management of the IFA’s diary including the arrangement of client meetings
8. Ensure appropriate documentation is scanned and attached to client records
9. Write and format financial planning reports on a number of subjects in accordance with company and complianc...