Investment Support Administrator

2 months ago

Stoke Pound, United Kingdom CV-Library Full time

Investment Support Administrator

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.

As an Investment Support Administrator, you would prepare reports, ensuring all processes and procedures are followed as well as supporting with low risk queries.

Key Responsibilities as our Investment Support Administrator will include:

Meeting SLAs when delivering accurate reports efficiently

Responding to low risk inbox queries, escalating where necessary

Maintaining and managing own diary and keeping of records to ensure appropriate audit trails are kept in line with the Firms compliance standards

Collating and recording of current client data relating to investment holdings, providing support for the other services where required

Maintaining a clear understanding of the concept of Treating Customers Fairly (TCF)

Good knowledge of current GDPR regulations and how financial institutions must comply with FCA requirements

Abiding by AFH Group procedures and standards in relation to anti money laundering, data security and confidentiality and to complete training and assessment as required

What we are looking for in our ideal Investment Support Administrator:

Good working knowledge of Microsoft Word, Excel and Outlook

A keen interest in investments and finance

Accuracy and high attention to detail

Initiative and prioritisation skills to work in an organised manner 

Communication skills, written and verbal

Ability and drive to work as and contribute to the team

Previous customer service experience is beneficial

Ability to use multiple online websites and search engines

Ability to learn remotely and face to face

Benefits of working for AFH Wealth Management:

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.

Apply today to register your interest in joining our team, or learn more about the

  • Investment Support Administrator

    4 weeks ago

    Stoke Pound, United Kingdom AFH Wealth Management Full time

    Investment Support AdministratorAFH 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...

  • Investment Operations Administrator

    3 weeks ago

    Stoke Pound, United Kingdom CV-Library 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

    5 days ago

    Stoke Pound, United Kingdom AFH Wealth Management Full time

    Investment Operations AdministratorA 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 will...

  • New Business Administrator

    1 month ago

    Stoke Pound, United Kingdom CV-Library Full time

    New Business 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. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a...

  • New Business Administrator

    4 weeks ago

    Stoke Pound, United Kingdom AFH Wealth Management Full time

    New Business AdministratorA 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. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of...

  • Post Team Administration Assistant

    1 month ago

    Stoke Pound, United Kingdom CV-Library Full time

    Post Team Administration Assistant 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 Post team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office. You will join us on a full-time,...

  • Administration Assistant

    2 months ago

    Stoke Pound, United Kingdom CV-Library Full time

    Administration Assistant 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 IFA Administration team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office. You will join us on a full-time, permanent...

  • Administration Assistant

    5 days ago

    Stoke Pound, United Kingdom AFH Wealth Management Full time

    Administration AssistantA 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 IFA Administration team. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office. You will join us on a full-time, permanent basis, and...

  • IFA Administrator

    2 weeks ago

    Stoke Pound, United Kingdom CV-Library Full time

    IFA 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 Administration 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...

  • Professional Administrative Support for Private Client Department

    4 weeks ago

    Stoke Pound, United Kingdom G2 Legal Limited Full time

    Exciting Opportunity: Legal Secretary, Private ClientWe are seeking a reliable and proactive Legal Secretary to provide professional secretarial support to our firm's fee earners in a large and reputable private client department.The ideal candidate will have:Proven secretarial experience, ideally in a legal or professional services settingExcellent...

  • Executive Support Officer

    1 month ago

    Stoke Pound, United Kingdom CV-Library Full time

    Executive Support Officer £35,690.20 per annum Bromsgrove Permanent, Full Time Closing Date: Friday 1st November 2024 @ 9am Interview Date (in person): Tuesday 12th November 2024 We have an exciting opportunity to join us as Executive Support Officer to work with the Executive Support Manager to provide support to the bdht leadership team in the...

  • 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...

  • Business Systems Administrator

    2 months ago

    Stoke Pound, United Kingdom CV-Library 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...

  • Business Systems Administrator

    4 weeks ago

    Stoke Pound, United Kingdom AFH Wealth Management Full time

    Business Systems AdministratorAn 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...

  • Administrative Support Officer

    4 weeks ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom University Hospitals of North Midlands NHS Trust Full time

    Administrative Support OpportunityWe are seeking a highly motivated Support Secretary to work in the Pharmacy Directorate at the University Hospitals of North Midlands NHS Trust.This role will provide administrative and secretarial support to the Senior Management Team and the Pharmacy Directorate as a whole.The successful candidate will support work for the...

  • Private Client Support Professional

    1 week ago

    Stoke Pound, United Kingdom G2 Legal Limited Full time

    About the RoleWe are seeking a reliable and proactive Legal Secretary to join our Private Client department at G2 Legal Limited.As a key member of our team, you will provide professional secretarial support to our fee earners, ensuring seamless delivery of high-quality work.The ideal candidate will possess excellent interpersonal and communication skills,...

  • Administrator

    6 months ago

    Pound Hill, United Kingdom Lanes-I Full time

    **Join Our Team at Lanes -I as an Administrator!** Lanes -I is a rapidly expanding telecoms infrastructure provider, at the forefront of disruption and innovation in the industry. With a projected turnover exceeding £130 million, a strong team of over 900 professionals, and a network of depots spanning across London and the Southeast of England, we are...

  • Administrative Support Professional

    6 days ago

    Stoke-on-Trent, Stoke-on-Trent, United Kingdom Vast Services: Investing in communities Full time

    Supporting Individuals with DisabilitiesVast Services: Investing in Communities seeks a highly organised and detail-oriented Administrative Support Professional to join our Welfare Benefits Team. The successful candidate will work closely with individuals who require assistance with disability-related matters, providing administrative support and maintaining...

  • Office Administrator Assistant

    5 months ago

    Chew Stoke, United Kingdom AWC Support Services Full time

    '''Duties''' We are seeking an Office Administrator to join our team. As an Office Administrator, you will be responsible for performing a variety of administrative and clerical tasks to ensure the smooth operation of our office. **Responsibilities**: - Answer and direct phone calls in a professional and courteous manner - Assist in the preparation of...

  • Financial Director

    4 weeks ago

    Stoke Pound, United Kingdom Resolve Capital Group Limited Full time

    Financial Controller£65,000 - £70,000 paWe are seeking a seasoned Financial Controller to play a critical role in steering the financial direction of Resolve Capital Group Limited.Role Overview:The Financial Controller will oversee the financial health of the organisation, ensuring robust financial controls and reporting, and driving strategic financial...