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For Companies At a Glance
- Tasks: Assist Portfolio Managers and ensure high-quality service for clients and Financial Advisers.
- Company: AFH Wealth Management is a leading independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive holidays, health perks, and shopping discounts.
- Why this job: Join a supportive team with opportunities for professional growth and a vibrant company culture.
- Qualifications: Knowledge of financial services, attention to detail, and proficiency in Microsoft Office required.
- Other info: This is a full-time, permanent role with hybrid working options.
The predicted salary is between 28800 - 48000 £ per year.
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. This full‑time, permanent opportunity is based at AFH Wealth Management Bishop’s Stortford, offers hybrid working, a competitive salary and an attractive benefits package.
The role
As an Investment Services Administrator, you will be an integral part of the Investment Services team, reporting to the Investment Services Manager and supporting the Portfolio Managers. Your work will ensure the delivery of high‑quality services to our Financial Advisers and clients.
Key responsibilities
- Process client requests and ensure they are completed within the agreed SLA.
- Handle withdrawals, Bed and ISAs, death claims and general client maintenance.
- Maintain cash position monitoring for client accounts across all service propositions.
- Support medium‑risk queries and provide timely assistance to consultants and team members.
- Update model portfolios on provider platforms and manage cash reporting for low and high cash providers (excluding AFH Direct).
- Document all instructions and transactions in line with established procedures to provide a robust audit trail.
- Maintain diary management and record keeping processes to support compliance standards.
- Apply Treating Customers Fairly (TCF) principles and GDPR requirements to daily tasks.
What we are looking for
- Good knowledge of the Financial Services Market and Investment Products.
- Familiarity with relevant operational procedures.
- Experience with Pershing’s Nexus, XPlan, Nexus Complete or similar software systems.
- Understanding of TCF principles and GDPR and how they apply to the role.
- Proficient in Microsoft Word, Excel and Outlook.
- High level of attention to detail and accuracy.
- Excellent communication and customer‑service skills.
Benefits and perks
- Flexible working and competitive holiday allowance with an annual buy‑and‑sell scheme and birthday off.
- Annual Christmas and summer parties and other social events.
- Contributory pension scheme with Royal London and death‑in‑service benefit.
- Discretionary annual bonus award.
- Health and wellbeing support, including the MediCash app and discounted health club memberships.
- Professional development programmes and tailored learning opportunities.
- Retail and online training discounts and cashback on everyday purchases.
Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.
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Investment Services Administrator employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Services Administrator
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Pershing's Nexus and XPlan. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview.
✨Tip Number 2
Understand the principles of Treating Customers Fairly (TCF) and how they apply to the financial services sector. Being able to discuss TCF confidently will demonstrate your commitment to client care and compliance.
✨Tip Number 3
Network with current or former employees of AFH Wealth Management on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach.
✨Tip Number 4
Prepare for potential scenario-based questions that may arise during the interview. Think about how you would handle specific tasks mentioned in the job description, such as processing death claims or managing client requests.
We think you need these skills to ace Investment Services Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Investment Services Administrator role. Highlight your relevant experience and skills that align with the tasks mentioned in the job description.
Tailor Your CV: Customise your CV to reflect the specific skills and experiences that AFH Wealth Management is looking for. Emphasise your knowledge of financial services, operational procedures, and any relevant software systems like Pershing's Nexus or XPlan.
Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you are passionate about the role and how you can contribute to the team. Mention your understanding of Treating Customers Fairly (TCF) principles and how they apply to your work.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and clearly presented. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at AFH Wealth Management
✨Know Your Financial Services
Make sure you brush up on your knowledge of the financial services market and investment products. Being able to discuss these topics confidently will show that you're well-prepared and genuinely interested in the role.
✨Familiarise Yourself with Relevant Software
If you have experience with Pershing's Nexus, XPlan, or other relevant software systems, be ready to discuss it. If not, take some time to learn about them, as familiarity with these tools can set you apart from other candidates.
✨Demonstrate Attention to Detail
Given the nature of the role, attention to detail is crucial. Prepare examples from your past experiences where your accuracy made a difference, especially in processing client requests or managing records.
✨Understand Treating Customers Fairly (TCF)
AFH Wealth Management places a strong emphasis on TCF principles. Be prepared to explain what TCF means to you and how you would ensure compliance in your role as an Investment Services Administrator.
