Business Systems Administrator

4 weeks ago

Stoke Pound, United Kingdom AFH Wealth Management Full time

Business Systems Administrator

An opportunity to join AFH Wealth Management, one of the UK s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business and support our strong growth plans, with hybrid working. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

Please apply today to register your interest in joining the team, as you support the wider business. Liaising with relevant software providers to resolve various issues and performing data cleansing activities where necessary to ensure all data held within our internal systems is accurate and up to date.

As our Business Systems Administrator you will typically:

  • Maintain system access for staff and advisers ensuring records are kept up to date. Assisting end users with access or capability issues.
  • Maintain internal records of all providers ,online access, and all provider agency codes.
  • Understand and assisting with the management of IPS and external accounts and maintaining provider credentials to ensure smooth run of data feeds.
  • Enable access for clients to our client portal, WealthHUB. Auditing client information and adhering to GDPR regulations and answering client queries via telephone and email.
  • Ensure that any data errors identified are rectified as soon as possible, ensuring the source of error is identified and notified.
  • Assist with any data cleansing projects identified by the firm.
  • Ensure security protocols are met and revoking access when necessary.
  • Maintain of all providers contact details held in Xplan.
  • Deal with any incoming queries, including validation, classification and reviewing.
  • Any other reasonable request made by a Director/Manager of the organisation.

What we are looking for in our ideal Business Systems Administrator:

  • Experience of finance desirable but not essential
  • Good understanding of Internal systems and processes
  • Excellent interpersonal, teamwork and communication skills.
  • Excellent knowledge of Microsoft Word, Outlook, Excel, and PowerPoint.
  • Excellent planning and organisation skills.
  • Able to problem solve and work on own initiative.
  • Excellent accuracy and attention to detail.
  • Willing to learn and develop.
  • Analysing, interpreting, and organising data.
  • Previous customer service experience

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.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website (url removed)/ or email the People Resourcing team via (url removed). We look forward to hearing from you

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