Job Opportunities

AFWM Limited is an established firm of Independent Financial Advisers with offices covering Cornwall, Devon, Dorset and Greater London.

We are seeking a self motivated, accurate and numerate individual to join our team as a Client Administrator. This role will involve providing comprehensive administrative support to our Financial Advisers, and also to the wider team. It will also incorporate the day to day office management of our St Agnes office.

Prior experience in a similar role is desirable but not essential for the right candidate, as full training will be provided. Strong literacy and numeracy skills, along with a detail orientated mindset is essential.

The successful candidate will be highly organised and methodical, demonstrating meticulous attention to detail and the ability to work independently and use their own initiative. Excellent communication skills and a professional telephone manner are essential, along with a strong respect for the confidential nature of the work.

We offer three levels within our Administration, Paraplanner career pathways: Assistant, Senior and Executive. This structure reflects our commitment to supporting professional growth by providing a clear, motivating and genuinely progressive career path. Our Client Administrators, Research Assistants and Paraplanners are at the heart of our business, playing a pivotal role in delivering an exceptional client experience.

The role would comprise largely of the following:

• Client correspondence in support of our Financial Advisers.
• Dealing with administration issues with Financial Services companies.
• Dealing with client business and processing in line with our procedures.
• Booking and the arrangement of client appointments.
• Processing and administration of daily correspondence.
• Being the first point of phone contact for incoming client calls.
• Being front of house for the St Agnes office to meet and greet visitors.

Key Responsibilities:

• Client Liaison: Communicating with clients to arrange client meetings, provide updates and gather any necessary information as required.
• Documentation Management: Preparing, organising and maintaining client records and financial documents.
• New Business Processing: Handling of paperwork related to client investments, pension and insurance products.
• Diary Management: Booking and coordinating meetings between clients and advisers.
• Compliance Support: Ensuring that all documents meet with our compliance checks and regulatory needs.
• Team Assistance: Assisting Financial Advisers, Paraplanners and colleagues with various administrative tasks from initial client onboarding to follow up and completion of tasks.

Required Skills and Qualifications:

• Attention to Detail: Managing financial records requires precision to ensure accuracy and compliance.
• Communication Skills: Being able to clearly communicate with clients and team member is essential.
• Organisational Skills: Strong organisational skills are required to manage multiple tasks, and you should be adaptable to use your own initiative to prioritise workloads to meet deadlines.
• Customer Service Experience: Prior experience in a client facing or liaising role.
• Time Management & Adaptability: Able to work on your initiative and to organise your daily tasks effectively. Demonstrate excellent time management to prioritise tasks and workloads to meet deadlines.
• Ideally you would hold good GCSE or equivalent in English and Mathematics.

At AFWM Ltd, our ethics and ethos are central to everything we do. As an applicant, we kindly ask you to review these here (Our Ethics) to ensure our values align with your own.

This is a full-time office based role at our St Agnes office in Cornwall with a competitive salary and positive opportunities for potential progression in the Financial Services industry if desired.

Salary range dependant on experience: £26,891 to £30,246

Start Date: To be confirmed

Role Basis: Full-time
Permanent
Office based

Working Pattern: 8 hours per day with a 45 minute lunch break
Monday to Friday
25 Days holiday plus Bank Holidays

Benefits: Company Pension
Private Health Care Scheme
Buy or sell up to 5 days holiday each year