Private Wealth Administrator

2 months ago

Stoke Pound, United Kingdom CV-Library Full time

Private Wealth Administrator

A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

The role will require you to be an integral part of the AFH Private Wealth team and will be responsible for all administrative duties as well as supporting and helping the Private Wealth Supervisor to create and develop efficiencies across the business using all tools at your disposal, including Adviser Office, XPLAN and Nexus. You will be expected to manage your own workload, speaking to fellow staff members as well as directly with clients and with other Wealth Managers (predominantly Pershing).

Key Responsibilities as our Private Wealth Administrator will include:

Processing new business.

Ongoing account management.

To be a point of contact for clients, providers, and other members of the business.

Processing to completion of transfers in and out.

Loading and managing ongoing and initial fees on multiple platforms internally and externally.

Post deal reporting.

Ensure stock research is up to date.

Conform to timelines, demands, and shifting priorities through problem solving.

Liaise with both internal and external stakeholders by telephone, letter, and e-mail.

Managing the AFH Private Wealth direct phoneline with a confident telephone manner.

Any other reasonable request made by the business.

What we are looking for in our ideal Private Wealth Administrator:

Working experience of the financial industry

Possess excellent numerical and literacy skills and have a high level of attention to detail 

A good knowledge of Excel

Stockbroking experience would be advantageous

Experience of working with Adviser Office, XPLAN and Nexus would be a clear benefit

Must be willing and able to work in a team and liaise with stakeholders across the business

Must be able to think critically (out of the box) and be able to pay complete attention to details

Strong communication, interpersonal and organisation skills

Professional and confident telephone manner

Proactive nature, self-motivated with the ability to use own initiative

Ability to balance priorities and deadlines

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.

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.

If you or anyone that you know are interested in becoming a part of our growing community as our Private Wealth Administrator, get in touch and click ‘APPLY’ today or email us via (url removed). We look forward to hearing from you

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