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Switch Team Senior Administrator, Bromsgrove
Client:
Location: Bromsgrove, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference:
296d392e1a34
Job Views:
4
Posted:
12.08.2025
Expiry Date:
26.09.2025
Job Description:
Switch Team Senior Administrator
AFH Wealth Management is one of the UK's leading independent financial advisory and wealth management firms.
We believe 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 role with hybrid working, a competitive salary, and a range 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 the Line Manager and Switch Team to provide timely and efficient support, including ongoing training, coaching, quality checking, and handling complex issues.
Key responsibilities include:
* Perform quality checks in line with team procedures, update the 'quality tracker', and provide feedback to administrators.
* Serve as the SME for all Advisory and Switch related queries and be a point of contact for consultants, team members, and other stakeholders.
* Ensure client and adviser queries are processed correctly within SLA, escalating as necessary.
* Allocate workloads to Administrators and monitor completion.
* Provide support to the Switch Supervisor as needed.
Ideal candidate attributes:
* Experience in a similar role, including coaching, feedback, and quality checking.
* Knowledge of operational procedures preferred but not essential.
* Proficiency in Microsoft Office Suite, Word, Excel, Outlook, and Teams.
* Knowledge of XPLAN, SharePoint, Pershing Nexus, and external providers is advantageous.
* Understanding of TCF Principles and GDPR.
* Excellent communication skills and ability to build professional relationships.
Benefits and Perks:
* Flexible working and holidays, including annual buy & sell scheme and birthday leave.
* Social events like Christmas and Summer parties.
* Contributory pension scheme with Royal London and death-in-service benefit.
* Discretionary annual bonus after one year of service.
* Health and wellbeing initiatives, including cashback on health-related expenses.
* Professional development programs.
* Shopping discounts across various retailers.
Apply today to join our team or learn more about working at AFH via our careers website. Job ID 740889.
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