AFH Financial Group Careers

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Thank you for applying for a role and your interest in AFH Wealth Management. A member of the People Resourcing Team will be in touch with you regarding the next steps over the coming days. Please do monitor your inbox for any emails from recruitment@afhgroup.com

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Job Details

Job Title: Investment Services Administrator
Job Reference: RK1336366BroISA
Location: Bromsgrove, Worcestershire, United Kingdom
Salary: Competitive Salary and Benefits

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. This role is based at AFH Wealth Management Bishop’s Stortford.

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 Services Administrator

In this role you will be an integral part of the Investment Services team, reporting into the Investment Services Manager and providing assistance to the Portfolio Managers to ensure the delivery of high-quality services to our Financial Advisers and clients. You will be responsible for processing tasks such as withdrawals, Bed and ISAs, Death Claims and general client maintenance, as well as cash position monitoring for client accounts across all service propositions. Also providing support and dealing with medium risk queries.

As our Investment Services Administrator, you will be responsible for:

Ensuring client requests are correctly processed and completed within the agreed SLA
Helping with processing deceased accounts and death claims
Developing new methods of carrying out existing tasks in order to increase efficiency
Updating any new changes to model portfolio’s on provider platforms
Cash reporting for low and high cash for a number of providers excluding AFH Direct
Processing Bed and Isa’s on various platforms
Being a point of contact for consultants, members of the business and the team
Ensuring all completed instructions and transactions match and are fully documented in line with laid down procedures to provide appropriate audit trail and accountability
Monitoring and maintaining accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
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 Administrator:

Good knowledge of the Financial Services Market and Investment Products
Relevant Operational procedures knowledge
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 role
Good working knowledge of Microsoft Word, Excel and Outlook
High level of attention to detail and accuracy
Excellent communication skills

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 & 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.