At a Glance
- Tasks: Manage client accounts and support the Private Wealth team with administrative duties.
- Company: Join a leading independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive salary, and health perks.
- Other info: Great opportunities for professional development and career growth.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: Strong numeracy, attention to detail, and communication skills required.
The predicted salary is between 28800 - 43200 £ per year.
Location: Bromsgrove, Worcestershire, United Kingdom
Salary: Competitive Salary and Benefits
Overview
This is a fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits and hybrid working.
As a Private Wealth Administrator, you will be an integral part of the AFH Private Wealth team and will be responsible for all administrative duties as well as supporting and helping your colleagues to create and develop efficiencies across the business using all tools at your disposal, including XPlan and Nexus. You will be expected to manage your own workload, speaking to fellow staff members as well as directly with clients and other Wealth Managers (predominantly Pershing).
As a Private Wealth Administrator, you will be:
- Processing new business and ongoing account management
- Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure that all workload is prioritised and dealt with in a timely and efficient manner
- A point of contact for clients, providers, and other members of the business
- Processing the completion of transfers in and out
- Loading and managing ongoing and initial fees on multiple platforms internally and externally
- Ensuring stock research is up to date
- Creating and managing cash lists
- Processing deceased cases i.e. probate and small estates
- Dealing with the sale and transfers of shares
- Conforming to timelines, demands, and shifting priorities through problem solving
- Liaising with both internal and external stakeholders by telephone, letter, and e-mail
- Managing the AFH Private Wealth direct phoneline with a confident telephone manner
- Any other reasonable request made by the business.
Qualifications
- Strong numeracy, literacy and attention to detail
- Good Microsoft packages skills, specifically Excel
- Experience in stockbroking/financial services preferred
- Team player with strong communication and stakeholder-management skills
- Confident telephone manner
- Proactive, organised and able to prioritise under pressure
- Critical thinker with high accuracy
- Able to work 08:00-16:30, Monday - Friday in line with the opening times of the UK stock market
Benefits
- 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.
If you are interested in becoming a part of our growing community as our Private Wealth Administrator, get in touch and click ‘APPLY’ today. We look forward to hearing from you!
Private Wealth Administrator in Bromsgrove employer: AFH Financial Group.
Join a leading independent financial advisory and wealth management firm in Bromsgrove, where you will thrive in a supportive work culture that values flexibility and employee well-being. With competitive salaries, a range of benefits including a pension scheme, and opportunities for professional development, AFH is dedicated to helping you grow your career while enjoying a balanced work-life environment. Experience the camaraderie of a team that celebrates achievements with social events and recognises long service with additional holiday days.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Administrator in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to current employees at the firm or in similar roles on LinkedIn. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by practising common questions related to wealth management and administration. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring examples of how you've used tools like Excel or managed client relationships in past roles. This will help you stand out as a candidate who’s ready to hit the ground running.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Private Wealth Administrator in Bromsgrove
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Wealth Administrator role. Highlight relevant experience in financial services and any skills that match the job description, like attention to detail and strong communication.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description.
Showcase Your Skills:Don’t forget to showcase your skills in Microsoft packages, especially Excel. If you have experience with tools like XPlan or Nexus, make sure to mention that too!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on board as a potential new member of our team!
How to prepare for a job interview at AFH Financial Group.
✨Know Your Numbers
As a Private Wealth Administrator, you'll be dealing with financial data regularly. Brush up on your numeracy skills and be prepared to discuss how you handle numbers in your previous roles. This will show your potential employer that you're confident and capable in this area.
✨Familiarise Yourself with Tools
Get to know XPlan and Nexus before your interview. If you can demonstrate familiarity with these tools or similar software, it will give you an edge. Consider mentioning any relevant experience you have with financial platforms during the conversation.
✨Showcase Your Communication Skills
Since you'll be liaising with clients and stakeholders, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles, especially in high-pressure situations. A confident telephone manner is key, so maybe even do a mock call with a friend!
✨Demonstrate Problem-Solving Abilities
Be ready to discuss specific instances where you've had to think critically and solve problems. The role requires managing shifting priorities, so share examples that highlight your organisational skills and ability to adapt under pressure. This will show that you're proactive and can handle the demands of the job.
