New Business Administrator
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 Administrator, you will work within the New Business Team, processing New Business and service propositions to support AFH financial advisers and the business organisational strategy.
Key Responsibilities as our New Business Administrator will include:
- Completing compliance and scanning checklists accurately
- To be a point of contact for clients, providers and members of the business
- Accurately process new business in accordance with compliance guidelines
- 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
- Setting up correct event lists to ensure handovers to other departments are seamless (e.g. Finance, Investment)
- 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
- Maintenance of diary management system, ensuring that daily workflow is completed in line with SLA's
- Ensure appropriate documentation is scanned and attached to the relevant client records
- Assist with the management of the IFAs pipeline of new business
- Ensure new business files are compliant with FCA and company guidelines - liaising with the Compliance department where necessary
- Understanding the process of new business processing e g. PPP's, Bonds, ISA's and GIA's
- To ensure Financial Planning Propositions are set up correctly
- Use online systems to submit applications (excluding Protection)
- Use online systems where necessary to obtain information for new business tracking
What we are looking for in our ideal New Business Administrator:
- Experience in a similar role
- To strive to be signed off completely by compliance with only 10% of files checked
- 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
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 Administrator, get in touch and click APPLY today or email us via (url removed). We look forward to hearing from you!
