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.
Investment Operations Senior Administrator
The role is a core function within the Investments Operations Team processing tasks such as withdrawals and general client maintenance, as well as cash position monitoring for client accounts.
As our Investment Operations Senior Administrator you will be responsible for:
1. Ensuring all withdrawals and bed and isa’s are correctly processed and completed within the agreed SLA
2. Process deceased accounts and death claims and complete in a timely manner with accuracy
3. Train and coach existing and new members of the team
4. Respond to telephone and high risk inbox queries, escalating where necessary
5. Update any new changes to model portfolio’s on provider platforms
6. Cash reporting for low and high cash for a number of providers including AFH Direct
7. Acting as a point of contact for consultants, members of the business and the team
8. Maintaining a clear understanding of the concept of Treating Customers Fa...