Financial Adviser jobs in Redditch

Integration Administrator

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 existing Administration team. 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.

The role will require you will work closely with the Senior Administrators and the Integration Supervisor to ensure projects are integrated into AFH in a timely and efficient manner.

Key Responsibilities as our Integration Administrator will include:

• Assisting the team with Company Acquisition projects at the Due Diligence stage to post completion integration
• Assist with the progress tracking and administration for multiple integration projects
• Preparation of correspondence to clients and providers including formal documents, letters and forms
• Liaising with third parties to obtain updates and raise queries
• Accurately update systems with client and policy information
• Take a flexible approach to work, actively engaging in ad hoc responsibilities to support the wider delivery of each integrating acquisition

What we are looking for in our ideal Integration Administrator:

• Excellent communication skills and a good relationship builder
• Ability to meet tight deadlines and be comfortable working independently
• A self-starter who can use their own initiative and take a proactive approach to tasks
• Ability to solve problems and think analytically
• Great organisational skills and able to manage and prioritise workloads
• Able to adapt to changing circumstances
• Good working knowledge of Microsoft Office applications, including Teams, Excel, Word and PowerPoint

Benefits and Perks at AFH

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

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 Integration Administrator, get in touch and click ‘APPLY’ today or email us via recruitment@afhgroup.com. We look forward to hearing from you!