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New Business Administration Assistant

A fantastic opportunity to join 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 in our Bromsgrove office. 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 New Business Administration Assistant, you will work within the New Business Team, completing the logging of New Business received, ensuring the entry of accurate data , maintaining department diary, providing administration support and completing team post duties.

Key Responsibilities as our New Business Administration Assistant will include:

Ensuring that all New Business that is received either from the IFA, Email or Post is accurately logged into the NB workflow.

To be a point of contact for clients, providers and members of the business

Update and manage a diary system, dealing with the relevant new business diary entries within set SLA’s (service level agreements) to the conclusion of the new business processing

Liaise with both internal and external stakeholders by telephone, letter and e-mail

Maintenance of all administration systems, ensuring that all client data is accurate and up to date

Assist with the management of the IFAs pipeline of new business.

Use online systems where necessary to obtain information for new business tracking

Overseeing workflow management and co-ordinating functions within the team.

Acting as support to team members in communications to IFAs re initial case checking.

Acting as a referral point for team members in relation to regulatory queries.

What we are looking for in our ideal New Business Administration Assistant:

Must have a keen eye for accuracy and attention to detail

Effective organisational and planning skills.

Able to work to deadlines.

Experienced using Microsoft Word and Excel.

Delivery focused, with a drive for quality throughout

Excellent interpersonal and communication skills

Willing to learn and develop

Able to work as part of a team, or if required, under your own initiative

Working 4 days in the office and 1 day remotely after successfully passing probation.

Benefits of working for AFH:

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 New Business Administration Assistant, get in touch and click ‘APPLY’ today or email us via (url removed). We look forward to hearing from you