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:
- Ensuring all withdrawals and bed and isa's are correctly processed and completed within the agreed SLA
- Process deceased accounts and death claims and complete in a timely manner with accuracy
- Train and coach existing and new members of the team
- Respond to telephone and high risk inbox queries, escalating where necessary
- Update any new changes to model portfolio's on provider platforms
- Cash reporting for low and high cash for a number of providers including AFH Direct
- Acting as a point of contact for consultants, members of the business and the team
- Maintaining a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Wealth Management seeks to comply with this FCA requirement
What we are looking for in our ideal Investment Operations Senior Administrator:
- Good knowledge of the Financial Services Market and Investment Products
- Relevant Operational procedures knowledge
- Good working knowledge of Microsoft Word, Excel and Outlook
- Working knowledge of Pershing's Nexus, XPlan and Nexus Complete Software Systems preferred as well as other providers used
- Knowledge of TCF Principles and GDPR and how they apply to the individual rol
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 to pursue your career goals.
- 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.
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.