Investment Support Admin - Client Reporting
* Location: Bromsgrove, Worcestershire, United Kingdom
* Salary: Competitive Salary and Benefits
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.
Investment Support Administrator - Client Reporting
This is a desk-based, process driven role to generateandissueannual valuation reports (AVRs)through ourpower apps andCRM.Good attention to detail, adherence 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 targeted number of Annual valuation reports, updating the CRM with valuations and transactions.
Complete all tasks delegated by theClient ReportingTeam Supervisor and Senior Administrators to meet SLAs
Support in the delivery of Quarterly Transactional reports including audit through quality checking
Support in the delivery of Ex-post costs and charges statements including audit through quality checking
Providesupport for the other services whererequired
To respond to telephone andlow riskinbox 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 ensureappropriate audittrails are kept in line with the company and compliance standards
Maintain a clear understanding of Consumer Duty
Strictly adhereto GDPR regulations and how AFH Wealth Managementseekstocomply withFCA requirements.
Stayup to date with AFH Group procedures and standards in relation to anti money laundering, fraud awareness, confidentiality and to complete training and assessment asrequired.
What we are looking for in our ideal Investment Support Administrator:
* 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.
* 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.
In return you will receive these benefits:
* 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.
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