Investment Services Administrator
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.
Purpose:
In this role you will be an integral part of the Investment Services team, reporting into the Investment Services Manager and providing assistance to the Portfolio Managers to ensure the delivery of high-quality services to our Financial Advisers and clients.
You will be responsible for processing tasks such as withdrawals, Bed and ISAs, Death Claims and general client maintenance, as well as cash position monitoring for client accounts across all service propositions. Also providing support and dealing with medium risk queries.
As our Investment Services Administrator, you will be responsible for:
1. Ensuring client requests are correctly processed and completed within the agreed SLA
2. Helping with processing deceased accounts and death claims
3. Developing new methods of carrying out existing tasks in order to increase efficiency
4. Updating any new changes to model ...