Investment Suppport Administrator in Bromsgrove

We are looking for an Investment Support Administrator to work as part of our Switch Team, ensuring compliance with SLAs and generating switch forms based on investment research recommendations.

Responsibilities

• Collate switch documents 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 adhere to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements.
• 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.

Qualifications

• Essential experience working towards and achieving productivity targets.
• Strong attention to detail and proven experience delivering high standards.
• Experience handling multiple tasks simultaneously.
• Desirable: experience using Microsoft applications and industry‑specific software (e.g. Outlook, Teams, Xplan, Provider Platforms).
• Knowledge of financial products, including pensions, investments, and protection.

Benefits and Perks

• Flexible working & holidays – enjoy flexible working and a competitive holiday allowance, with an annual buy & sell scheme and your birthday off, plus additional holiday days for long service.
• Social perks – annual Christmas and Summer parties to recognise and celebrate employees\’ great work.
• Pension – contributory pension scheme with Royal London and death‑in‑service benefit.
• Bonus scheme – competitive salary and discretionary annual bonus after a year\’s service.
• Health and wellbeing – MediCash app offers cashback on health club memberships, free healthcare benefits, and more.
• Professional development – tailored learning and development programmes to help you reach your potential.
• Shopping discounts – discounts or cashback on everyday purchases from retailers, supermarkets, and access to free online training courses.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH.

AFH Wealth Management is proud to be one of the UK\’s leading independent financial advisory and wealth management firms. We believe 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, a competitive salary and a range of benefits.