Operational Resilience & Platform Relationship Manager
Location: Bromsgrove Head Office with Hybrid working
Contract type: Permanent
Hours: Full-time, 35 hours per week
AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.
The role:
The role of the Operational Resilience & Platform Relationship Manager is to coordinate the effective management of Operational Resilience across the business in partnership with Risk, while building, continuously developing and maintaining excellent working relationships with all platform providers used by AFH, including our Tier One Vendor.
The role will ensure that AFH maintains a fully documented and current Operational Resilience plan, with clear ownership, effective controls and proportionate testing to support continued delivery of important business services and client outcomes. Responsible for Framework Management and oversight, ensuring consistency and driving delivery of Operational Resilience activities across the organisation. Providing support to Snr Management in discharging their obligations with regard to Operational Resilience.
The role will include managing provider relationships to ensure expected service standards are met, supporting the FCA Consumer Duty principles.
As a Operational Resilience & Platform Relationship Manager you will:
- Coordinate the Operational Resilience framework, governance, controls, and regulatory compliance in partnership with Risk.
- Maintain Operational Resilience documentation, including important business services, dependencies, recovery plans, and control ownership.
- Lead scenario testing, track outcomes and actions, and support annual resilience planning and reporting.
- Assess regulatory changes and operational developments, ensuring resilience requirements remain effective and compliant.
- Manage relationships with third-party platform providers, including Tier One vendors, ensuring service delivery against SLAs.
- Act as an escalation point for platform-related issues, driving timely resolutions and positive client outcomes.
- Identify opportunities to improve processes, enhance platform usage, and support business-wide operational change.
- Build strong provider relationships, coordinate training, and ensure process changes are communicated and documented.
- Provide regular updates on provider performance, developments, and upcoming changes to key stakeholders.
- Support contractual reviews, regulatory information requests, data governance, and platform-related communications across the business.
What we are looking for in our Operational Resilience & Platform Relationship Manager:
- Practical knowledge of the FCA Operational Resilience framework, scenario testing, control ownership, governance and evidencing, with the ability to translate regulatory and operational change into proportionate action.
- In depth knowledge of the UK platform market, including the regulatory environment.
- Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with platforms, Advisers, and colleagues across AFH including remote offices
- Accuracy and attention to detail to maintain the highest levels of service.
- Planning and organising skills to maximise the efficiency of operation and service, including prioritising appropriately.
- Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices.
- Own information requests from platform providers and approves platform related information held in the data warehouse
- Any other reasonable request made by a Departmental Head/Chief Executive of the business
Benefits And Perks At AFH
- 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.
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Operational Resilience & Platform Manager in Bromsgrove employer: AFH Financial Group.
AFH Financial Group is an exceptional employer that prioritises a client-first service approach, fostering a supportive and collaborative work culture in the vibrant town of Bishop's Stortford. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while working in a dynamic environment that values teamwork and innovation.
