New Business Administration Assistant

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.
  
  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
  
  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 with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits., 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.