Investment Support Administrator - Bromsgrove, United Kingdom - AFH Financial Group

AFH Financial Group

Verified Company

Bromsgrove, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Investment Support Administrator

A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms, in our existing Investment team.

We are looking for those of you who wish to join and 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 receive a competitive salary plus an excellent 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:

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 deathinservice benefit
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
Enhanced Maternity, adoptive and paternity pay
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.