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Administration Assistant

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 IFA Administration team. 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.

Your role will include delivering excellent service by providing accurate, efficient and organised administration support.

Key Responsibilities as our Administration Assistant 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 that all client data is accurate and up to date

Maintenance of diary management system, ensuring that 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 review packs for IFA client meeting

What we are looking for in our ideal Administration Assistant:

Ideally work experience within a similar role

Effective organisational and planning skills

Able to work to deadlines

Able to forge and develop relationships

Delivery focused, with a drive for quality throughout

Excellent interpersonal and communication skills

Must have a keen eye for detail

Able to use Microsoft Word, Excel & Outlook

Willing to learn and develop

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

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.

Enhanced Maternity, adoptive and paternity pay

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 500 employees nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you are interested in becoming a part of our growing community as our IFA Administration Assistant, get in touch and click ‘APPLY’ today or email us via (url removed). We look forward to hearing from you