Join to apply for the Investment Support Administrator role at AFH Wealth Management
1 week ago Be among the first 25 applicants
Join to apply for the Investment Support Administrator role at AFH Wealth Management
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
This is a process driven role with the purpose of generating switch forms through our CRM system, playing an integral role in the Switch Team. Having a good attention to detail, adhering to all processes and procedures, and responding to low-risk team queries are key elements in this post.
As our Investment Support Administrator your responsibilities are to:
* Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests.
* Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
* Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings.
* Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
* Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
* Maintain a clear understanding of Consumer Duty
* Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements.
What we are looking for in our ideal Investment Support Administrator:
Essential
* Experience working towards and achieving productivity targets
* Strong attention to detail and proven experience delivering this to a high standard
* Experience with handling multiple tasks at any one time.
Desirable
* Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
* Knowledge of financial products, including pensions, investments, and protection.
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.
* 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.
Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Banking
Referrals increase your chances of interviewing at AFH Wealth Management by 2x
Get notified about new Investment Administrator jobs in Bromsgrove, England, United Kingdom.
Bromsgrove, England, United Kingdom 1 week ago
Birmingham, England, United Kingdom 5 days ago
Band 4 Team Administrator - Homeless Health Exchange
Birmingham, England, United Kingdom 1 day ago
Birmingham, England, United Kingdom 18 hours ago
Walsall, England, United Kingdom 22 hours ago
Administrative Officer - Coventry (Ref: 9290)
Coventry, England, United Kingdom 22 hours ago
Administration Assistant – Employment, Pensions & Immigration
Birmingham, England, United Kingdom 2 weeks ago
Worcester, England, United Kingdom 1 week ago
Worcester, England, United Kingdom 5 days ago
West Midlands, England, United Kingdom 1 week ago
West Midlands, England, United Kingdom 3 days ago
Birmingham, England, United Kingdom 5 days ago
Royal Leamington Spa, England, United Kingdom 2 weeks ago
Worcester, England, United Kingdom 5 days ago
West Midlands, England, United Kingdom 1 week ago
West Midlands, England, United Kingdom 1 month ago
Worcester, England, United Kingdom 4 days ago
Tipton, England, United Kingdom 1 hour ago
Administration Officer at Bentley Heath Church of England Primary School
Bentley Heath, England, United Kingdom 3 weeks ago
Case Administrator - Dudley and Sandwell PDU (Ref: 8842)
West Bromwich, England, United Kingdom 2 weeks ago
Birmingham, England, United Kingdom 6 days ago
Executive Assistant and Project Support Officer - Executive Office - 100237 - Grade 6
Birmingham, England, United Kingdom 1 week ago
Birmingham, England, United Kingdom 1 week ago
Local Councils Administration / Clerical / Secretarial - inc PA jobs
Birmingham, England, United Kingdom 1 week ago
Warwick, England, United Kingdom 5 days ago
Smethwick, England, United Kingdom 9 hours ago
Stourbridge, England, United Kingdom 1 week ago
Birmingham, England, United Kingdom 3 weeks ago
West Midlands, England, United Kingdom 5 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr