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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