Overview
An opportunity to join AFH Wealth Management, one of 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. This is a full‑time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.
Role Purpose
The purpose of this role is to primarily assist the Corporate Team in providing first class administration support to the IFA’s and their clients.
Responsibilities
* Work closely with IFAs to deliver teams goals and targets
* Complete team’s invoices and monitor payments for new and existing clients
* Prepare client annual governance reports and relevant packs for pension scheme members
* Assist Technicians with the re‑broking of existing group protection schemes
* Support Technicians with processing all new business within the team and providing regular updates on progress to clients and IFAs
* Maintain, monitor and assist Technicians with the smooth running of the schemes including annual governance, renewals and processing new joiners and leavers
* Routinely and consistently follow company procedures and compliance requirements
* Work as part of a team and accept shared responsibility
Qualifications & Experience
* Strong administration skills and experience, preferably in a professional services environment
* Good working knowledge of Excel is essential
* Knowledge of automatic enrolment legislation is preferred
* Working knowledge of payroll processes or workplace pension administration is preferred
* Excellent numeracy, communication and organisational skills
* Excellent communication skills, maintaining a high level of professional conduct with clients via telephone, email and written communication
* High level of organisational skills and ability to work to deadlines and targets
* Ability to work well within a team environment
Benefits & Perks
* 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 – a contributory pension scheme with Royal London as well as death‑in‑service benefit
* Bonus scheme – 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, with cashback on 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 – employees can choose from many retailers for discounts or cashback on everyday purchases and access to free online training courses
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