Investment Support Administrator
Location: Bromsgrove Head Office
Working model: Office Based with Hybrid Working
Contract type: Permanent
Hours: Full-time
This is a an exciting opportunity to join our team at AFH Wealth Management.
AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.
We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.
As our Investment Support Administrator your responsibilities are to:
- Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests.
- Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
- Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings.
- Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
- Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms 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:
Essential
- 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.
Desirable
- 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.
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.
- 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.
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.
If you have any questions about this vacancy please contact the People Resourcing Team on [email protected].
We look forward to hearing from you!
