Senior Administrator (AFH Private Wealth)

Bromsgrove, England, United Kingdom

Description

Position overview: To work alongside the AFH Private Wealth Portfolio Managers and Senior Administrator to provide timely and efficient administration support and accurate processing of new business.

Responsibilities:

  • To provide efficient administrative support.
  • To be a point of contact for clients, life offices and members of the business.
  • Maintain AFH PW administration systems and take responsibility for ensuring all client data is accurate and up to date.
  • Assist with the management of the pipeline and portfolio of existing business.
  • Ensure new business files are compliant with FCA and Company guidelines – liaise with the Advice and Regulatory Assurance team where necessary.
  • Complete compliance and scanning checklists accurately.
  • Accurately process new business in accordance with compliance guidelines.
  • Update and manage a diary system, dealing with all entries within set SLA’s (service level agreements) to conclusion.
  • Setting up correct event lists and ensure handovers to other departments are seamless.
  • Liaise with both internal and external stakeholders by telephone, letter and e-mail.
  • Deal with any urgent post in accordance with SLA’s.
  • Any other reasonable request made by a Director/Manager of the business.
  • Requirements

    Preferable:

    • Knowledge of New Business Processes

    • Experience in Financial Services support role


    • Working pattern of 8am – 4.30 pm.

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