IFA Administrator Sheffield
Description✓IFA Administrator - Sheffield
✓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 Sheffield office with hybrid 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 an IFA / Wealth Management / Financial Planning setting
✓Previous experience with Pensions and Investments is required
✓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 [url removed]
✓We look forward to hearing from you Show more →
✓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 Sheffield office with hybrid 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 an IFA / Wealth Management / Financial Planning setting
✓Previous experience with Pensions and Investments is required
✓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 [url removed]
✓We look forward to hearing from you Show more →