Current jobs related to Investment Operations Senior Administrator - Bromsgrove - AFH Wealth Management

  • Investment Operations Senior Administrator

    4 months ago

    Bromsgrove, United Kingdom AFH Financial Group Full time

    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...

  • Investment Operations Administrator

    4 months ago

    Bromsgrove, United Kingdom AFH Financial Group Full time

    **Investment Operations Administrator** A fantastic opportunity to join 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 in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you...

  • Investment Operations Administrator

    3 months ago

    Bromsgrove, United Kingdom AFH Financial Group Full time

    **Investment Operations Administrator** A fantastic opportunity to join 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 in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you...

  • Investment Operations Supervisor

    3 months ago

    Bromsgrove, United Kingdom AFH Financial Group Full time

    **Investment Operations Supervisor** 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...

  • Investment Support Administrator

    4 months ago

    Bromsgrove, United Kingdom AFH Financial Group Full time

    **Investment Support Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms, in our existing Investment team. We are looking for those of you who wish to join and grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a...

  • Senior Ifa Administrator

    3 months ago

    Bromsgrove, United Kingdom Ortus PSR Full time

    Are you ready to embark on an exciting journey with us? We are seeking talented individuals who have a thirst for knowledge and a passion for growth. Join our clients IFA administration team in their Bromsgrove office, where hybrid working options are available. This is a full-time, permanent position, offering a competitive salary and an array of fantastic...

  • Finance Senior Administrator

    3 weeks ago

    Bromsgrove, United Kingdom AFH Wealth Management Full time

    Finance Senior Administrator A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Finance Acquisitions team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities....

  • Operations Administrator

    3 months ago

    Bromsgrove, United Kingdom Connaught Resourcing Full time

    We are currently seeking an experienced Operations Administrator for a fulltime role based in Bromsgrove. 'Responsibilities''' - Coordinate and oversee daily operations of the organization - Manage and maintain schedules, calendars, and appointments - Assist with budgeting and financial management tasks - Monitor and track inventory levels and order...

  • Finance Acquisition Senior Administrator

    3 weeks ago

    Bromsgrove, United Kingdom AFH Wealth Management Full time

    Finance AcquisitionSenior Administrator A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Finance Acquisitions team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working...

  • Ifa Senior Administrator

    3 months ago

    Bromsgrove, United Kingdom JS Talent Recruitment Specialists Full time

    **IFA Senior Administrator** JS Talent are working in partnership with a well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as an **IFA Senior Administrator.** Our Client is seeking those of you who wish to grow with them as a business in their modern Bromsgrove office with...

  • Senior Insolvency Administrator

    3 months ago

    Bromsgrove, United Kingdom Levitate Recruitment Full time

    **Job ID: SL8902**: **Senior Insolvency Administrator**: **Bromsgrove**: **£25,000 - £30,000**: **JOB DESCRIPTION**: We are currently working with a well-established specialist insolvency firm in Bromsgrove that is seeking a Senior Administrator to join their team. Working within an experienced team you will be given the opportunity to control your own...

  • Senior Administrative Coordinator

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full time

    Job Summary:Pertemps Bond is seeking a highly organized and detail-oriented Executive Support Officer to join their team. As an Executive Support Officer, you will provide administrative support to the Executive Management Team and Senior Management Group, ensuring the smooth operation of the organization.Key Responsibilities:Meeting Coordination: Coordinate...

  • Senior Administrative Coordinator

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full time

    Job Summary:Pertemps Bond is seeking a highly organized and detail-oriented Executive Support Officer to join their team. As an Executive Support Officer, you will provide administrative support to the Executive Management Team and Senior Management Group, ensuring the smooth operation of the organization.Key Responsibilities:Meeting Coordination: Coordinate...

  • Pension Administrator

    4 months ago

    Bromsgrove, United Kingdom Johnson Fleming Full time

    We’re NFP and we provide services and solutions to support businesses and people. We have capabilities that extend around the globe, including here in the UK, Ireland, EMEA, APAC and North America. It’s a time of rapid growth for the European arm of the business, so we need someone to join us to act as a main point of contact for your allocated. As a...

  • Switch Team Administrator

    3 months ago

    Bromsgrove, United Kingdom AFH Financial Group Full time

    **Switch Team Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Switch team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join...

  • Senior Financial Administrator

    3 weeks ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Job DescriptionJob Title: Senior Financial AdministratorJob Summary:We are seeking a highly skilled and experienced Senior Financial Administrator to join our Finance Acquisitions team at AFH Wealth Management. As a Senior Financial Administrator, you will play a critical role in ensuring the smooth integration of company acquisitions and monitoring their...

  • Finance Acquisition Senior Administrator

    6 days ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    {"title": "Finance Acquisition Senior Administrator", "description": "Unlock Your Potential as a Finance Acquisition Senior AdministratorAFH Wealth Management is seeking a highly skilled and experienced Finance Acquisition Senior Administrator to join our Finance Acquisitions team. As a key member of our team, you will play a crucial role in ensuring the...

  • Finance Acquisition Senior Administrator

    6 days ago

    Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    {"title": "Finance Acquisition Senior Administrator", "description": "Unlock Your Potential as a Finance Acquisition Senior AdministratorAFH Wealth Management is seeking a highly skilled and experienced Finance Acquisition Senior Administrator to join our Finance Acquisitions team. As a key member of our team, you will play a crucial role in ensuring the...

  • Executive Support Officer

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full time

    Job DescriptionPertemps Bond is seeking a highly organized and detail-oriented Executive Support Officer to join their team. As an Executive Support Officer, you will provide administrative support to the Executive Management Team and Senior Management Group, ensuring the smooth operation of the organization.Key Responsibilities:Meeting Coordination: Prepare...

  • Executive Support Officer

    2 weeks ago

    Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full time

    Job DescriptionPertemps Bond is seeking a highly organized and detail-oriented Executive Support Officer to join their team. As an Executive Support Officer, you will provide administrative support to the Executive Management Team and Senior Management Group, ensuring the smooth operation of the organization.Key Responsibilities:Meeting Coordination: Prepare...

Investment Operations Senior Administrator

4 months ago

Bromsgrove, United Kingdom AFH Wealth Management Full time

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 AdministratorThe 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 SLAProcess deceased accounts and death claims and complete in a timely manner with accuracyTrain and coach existing and new members of the teamRespond to telephone and high risk inbox queries, escalating where necessaryUpdate any new changes to model portfolio’s on provider platformsCash reporting for low and high cash for a number of providers including AFH DirectActing as a point of contact for consultants, members of the business and the teamMaintaining a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Wealth Management seeks to comply with this FCA requirementWhat we are looking for in our ideal Investment Operations Senior Administrator:Good knowledge of the Financial Services Market and Investment ProductsRelevant Operational procedures knowledgeGood working knowledge of Microsoft Word, Excel and OutlookWorking knowledge of Pershing’s Nexus, XPlan and Nexus Complete Software Systems preferred as well as other providers usedKnowledge of TCF Principles and GDPR and how they apply to the individual rolBenefits and Perks at AFHFlexible 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 and what it is like to work here via our