Investment Suppport Administrator

• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

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 s is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

This is a process driven role with the purpose of generating switch forms through our CRM system, playing an integral role in the Switch Team. Having a good attention to detail, adhering to all processes and procedures, and responding to low-risk team queries are key elements in this post.

• Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests.
• Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
• Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings.
• Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
• Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firm's compliance standards
• Maintain a clear understanding of Consumer Duty
• Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements.

• Experience working towards and achieving productivity targets
• Strong attention to detail and proven experience delivering this to a high standard
• Experience with handling multiple tasks at any one time.
• Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
• Knowledge of financial products, including pensions, investments, and protection.

• 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 Medi Cash 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.
• 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.