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Quality Assurance Specialist
2 months ago
Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH Wealth Management 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.
We have an exciting opportunity to join our existing Quality Assurance 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 office with hybrid working. You will join us on a full-time, 12-month fixed-term contract, and in return, you will receive a competitive salary plus a range of benefits.
Key Responsibilities:- Assisting with remuneration queries, ensuring that any data errors identified are rectified and investigated in a timely manner.
- Performing calculations for any financial corrections required.
- Raising payment requests with finance for any agreed corrections identified.
- Updating company records to reflect correct revenue links and payaways following reallocations.
- Performing reallocations of clients on Xplan and various 3rd party systems.
- Contacting relevant providers and consulting company and other systems to obtain information on specific client cases.
- Building and maintaining relationships with advisers on remuneration issues and reallocation queries and managing expectations.
- Assisting on weekly audit of rebroking, and revenue link loading.
- Assisting with ongoing data cleansing activities and regular audits.
- Collating figures of Funds Under Management via liaison with external Providers.
- Good level of accuracy and attention to detail.
- Excellent analytical, interpretation, and organisation skills.
- Good time management skills and ability to prioritise.
- Be a natural team player with effective communication to collaborate with the team.
- General knowledge of the Financial Services Market desirable, but not essential.
- Willing to learn and develop.
- Experience within a role interpreting data/due diligence.
- Good numerate skills.
- Adaptable and proactive approach to working with a hunger for learning.
- Excellent communication skills with the ability to work with others in solving problems/verifying data in cases where there are discrepancies.
- 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.
