Private Wealth Client Administrator

2 weeks ago

Bromsgrove, United Kingdom AFH Financial Group Full time

**Private Wealth Client 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 Senior Administrators 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 Client 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.
- Creating and managing cash lists.
- Conform to timelines, demands, and shifting priorities through problem solving.
- 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 Client Administrator**:

- Must possess excellent numerical and literacy skills and have a high level of attention to detail
- Must have a good knowledge of Excel.
- Stockbroking experience or a working experience of the financial industry is preferable.
- 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.
- Ability to prioritise tasks and manage the execution of them in a high-pressure environment.
- Must be able to work between 0800 and 1630 Monday to Friday in line with the opening times of the UK stock market.

**Benefits of working for AFH Wealth Management**:

- 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
- Contributory pension scheme, and death-in-service benefit at 4 x your annual salary
- Competitive salary and annual discretionary bonus, following one year’s service
- Health benefit scheme - including digital gym subscriptions, dental and optional treatments and alternative therapies
- Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
- Loyalty bonus and additional holiday days, based on length of service
- Employee referral bonus scheme
- Social events

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.

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