This is a fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits and hybrid working.
The Operational Controls Administrator supports the senior Operational Controls team in safeguarding data integrity and financial accuracy through checks across client records, both adviser and firm income, and new business processes. With a keen eye for detail and a mindset for continuous improvement, you drive operational excellence and support the business in delivering high-quality, compliant outcomes.
Responsibilities
* Remuneration Queries: Assist with income queries, ensuring that any data errors identified are rectified and investigated in a timely manner.
* Financial Corrections: Assist with calculations for any financial corrections required, raising payment requests with finance for any identified.
* Client Reallocations: Update XPLAN to reflect correct revenue links and payaways following reallocations.
* Audit Results: Assist with the completion and recording of audit results within the Operational Controls Dashboard and communicate findings by preparing weekly and monthly reports.
* Relationship Management: Build and maintain relationships with advisers on remuneration issues and reallocation queries and manage expectations.
* Audit Checks: Assist with weekly audit of rebroking, revenue link loading, and the completion of ongoing data cleansing activities and regular audits.
* Workflow Management: Maintain diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when not.
* Training Identification: Assist with the identification of training needs for Operational staff members following analysis of data and prepare relevant feedback.
* Continuous Process Improvements: Highlight process change recommendations to relevant stakeholders for review.
* Liaise with stakeholders by telephone, letter, and e‑mail.
* Manage the AFH Operational Control direct phoneline with a confident telephone manner.
Qualifications
* Experience in a general administration role.
* Proficient using Microsoft Word, Excel & Outlook.
* Able to use own initiative and take ownership, managing multiple priorities, seeing tasks through to completion within deadlines, displaying a flexible and positive attitude.
* Focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism.
* GCSE level A‑C / 5‑9 in English and Maths.
* Relevant financial services qualifications (desirable).
* Experience working with financial systems such as XPLAN or similar CRM/revenue platforms (desirable).
* Ability to identify trends, anomalies, and opportunities by asking questions and exploring data.
Benefits and Perks at AFH
* Flexible working & holidays – Enjoy flexible working and competitive holiday allowance, with an annual buy & sell scheme and your birthday off. Additional holiday days are awarded for long service.
* Social perks – Employees are invited to our annual Christmas and Summer parties.
* Pension – We offer a contributory pension scheme with Royal London and a 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.
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.
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