Investment Operations Administrator

5 days ago


Stoke Heath, United Kingdom AFH Wealth Management Full time

**Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH could be right for you**

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

**Investment Operations Administrator**

We have an exciting opportunityto join our existing Investment Support team**.** Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove officewith remote working. You will join us on a **full-time, permanent** basis, and in return, you will receive a competitive salary plus a range of benefits.

As an **Investment Operations Administrator**, you would be dealing with general client maintenance as well as cash position monitoring for client accounts excluding AFH Direct. Also providing support and dealing with medium risk queries.

**Key Responsibilities as our Investment Operations Administrator will include**:

- To ensure client requests are correctly processed and completed within the agreed SLA
- To help with processing deceased accounts and death claims
- To respond to telephone and medium risk inbox queries, escalating where necessary
- To develop new methods of carrying out existing tasks in order to increase efficiency
- To update 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
- To be a point of contact for consultants, members of the business and the team
- Ensure that all data is accurate and up to date where appropriate
- Ensure all completed instructions and transactions match and are fully documented in line with laid down procedures to provide appropriate audit trail and accountability
- 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 the concept of Treating Customers Fairly (TCF) and how AFH Wealth Management seeks to comply with this FCA requirement
- Abide by AFH Group procedures and standards in relation to anti money laundering, data security and confidentiality and to complete training and assessment as required
- Support reporting staff in the event of absence and tax year end
- Any reasonable request made by Director/Senior Manager of the Company

**Key Results Areas**:

- Achievement of productivity targets
- Personal objectives achieved
- Service levels met

**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
- 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

**Benefits of working for AFH**:

- Contributory pension scheme
- Bonus scheme
- Cash plan health benefit scheme
- Competitive and flexible holiday allowance, with buy and sell scheme options
- Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
- Employee referral bonus scheme - £1,500 bonus
- Death in service benefit at 4 x your annual salary
- Christmas party and summer events
- Loyalty bonus for all staff based on length of service.
- Additional holiday days for long service

If you are interested in becoming a part of our growing community as our **Investment Operations Administrator**, get in touch and click **‘APPLY’** today We would love to hear from you

Due to our continued success and plans to continue growing as a business, we are keen to discuss opportunities within AFH Wealth Management across a number of our offices. If you are not sure which opportunity would be the most suitable for you, then pleasedo make us aware of your experience and interest in joining AFH by sending your CV to.



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