Investment Support Administrator (Client Reporting) 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. The purpose of the Investment Support Administrator (Client Reporting) is to generate and issue annual evaluation reports through our power apps and CRM. For this role, good attention to detail and adherence to all processes and procedures is necessary. Responding to low-risk queries is a key element of this post. As our Investment Support Administrator (Client Reporting), you will typically: Generate targeted number of Annual valuation reports, updating the CRM (XPLAN) with valuations and transactions. Complete all tasks delegated by the Client Reporting Team Supervisor and Senior Administrators to meet SLAs Support in the delivery of Quarterly Transactional reports including audit through quality checking To respond to telephone and low risk inbox queries, escalating where necessary Work with Supervisor to develop new methods of carrying out existing tasks to increase efficiency. Maintain agreed diary management and record keeping processes relating to reporting, to ensure appropriate audit trails are kept in line with the company and 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 (Client Reporting): Demonstrable experience in achievement of productivity targets A high level of attention to detail and delivering to a high standard Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams, Provider Platforms etc) Knowledge of financial products, including pensions, investments, and protection is desirable Ability to collaborate and work well within a team. 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. 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 .