* Location: Bromsgrove, Worcestershire, United Kingdom
* Salary: Competitive Salary and Benefits
Investment Support Senior Administrator - Switch Team
AFH Wealth Management is proud to be oneof 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 afull-time, permanent opportunity, withhybrid working, and a competitive salary andrange of benefits.
The purpose of the Investment Support Senior Administrator is to support the efficient and accurate creation, processing and delivery of Advisory switch forms. You will work closely with Line Manager and Switch Team to provide timely and efficient support to the team. Provide ongoing training, coaching, quality checking and support with complex issues.
As our Investment Support Senior Administrator, you will typically:
Perform quality checking in line with team procedures, updating the ‘quality tracker’ and provide appropriate feedback to administrators (generating and processing)
Be the SME (subject matter expert) for all Advisory and Switch related queries and be a point of contact for consultants, members of the business and the team
Ensure medium to high level client and adviser queries are correctly processed and completed within the agreed SLA, escalating where necessary
Allocate workloads to Administrators on daily, weekly, monthly basis and monitoring for completion
Quality check and provide feedback on work produced by Administrators
Provide support to the Switch Supervisor where necessary.
What we are looking for in our ideal Investment Support Senior Administrator:
Previous experience of working in a similar role would be beneficial (coaching, feedback, quality checking).
Relevant Operational procedures knowledge desired but not essential.
Solid working knowledge of Microsoft Office suite, Word, Excel, Outlook and Teams.
Working knowledge of XPLAN, SharePoint, Pershing Nexus systems preferred, as well as external providers.
Knowledge of TCF Principles and GDPR and how they apply to the individual role
An excellent communicator with the ability to build professional relationships.
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.
#J-18808-Ljbffr