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.
Switch Team Administrator
The role is a core function within the Switch Team dealing with fund switch requests and processing these within SLA in line with compliance guidelines. Also, providing timely and efficient administration support to Senior Administrator where necessary.
As our Switch Team Administrator, you will be responsible for:
1. Ensuring client requests are correctly processed and completed within the agreed SLA
2. Dealing with postal fund switch requests and processing these online where applicable
3. Responding to telephone and medium risk queries in relation to fund switches, and escalating where necessary
4. Being a point of contact for consultants, members of the business and the team
5. Ensuring that all data is kept up to date and stored accurately
6. Monitoring and maintaining accurate diary management and record keeping processes to ensure activity audit trails are maintained in line with co...