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- Tasks: Join our team as an Investment Services Administrator, supporting Portfolio Managers and ensuring top-notch client service.
- Company: AFH Wealth Management is a leading independent financial advisory firm in the UK, dedicated to employee success.
- Benefits: Enjoy flexible working, competitive holidays, a pension scheme, and health perks like cashback on wellness initiatives.
- Why this job: This role offers growth opportunities, a vibrant culture, and the chance to make a real impact in finance.
- Qualifications: Ideal candidates should have knowledge of financial services, operational procedures, and proficiency in Microsoft Office.
- Other info: Experience with Pershing's Nexus and XPlan software is preferred; attention to detail is crucial.
The predicted salary is between 28800 - 48000 £ per year.
- Location: Bromsgrove, Worcestershire, United Kingdom
- Salary: Competitive Salary and Benefits
AFH Wealth Management is proud to be oneof the UK’s leading independent financial advisory and wealth management firms. This role is based at AFH Wealth Management Bishop’s Stortford.
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 afull-time, permanent opportunity, withhybrid working, and a competitive salary andrange of benefits.
Investment Services Administrator
In this role you will be an integral part of the Investment Services team, reporting into the Investment Services Manager and providing assistance to the Portfolio Managers to ensure the delivery of high-quality services to our Financial Advisers and clients. You will be responsible for processing tasks such as withdrawals, Bed and ISAs, Death Claims and general client maintenance, as well as cash position monitoring for client accounts across all service propositions. Also providing support and dealing with medium risk queries.
As our Investment Services Administrator, you will be responsible for:
- Ensuring client requests are correctly processed and completed within the agreed SLA
- Helping with processing deceased accounts and death claims
- Developing new methods of carrying out existing tasks in order to increase efficiency
- Updating any new changes to model portfolio’s on provider platforms
- Cash reporting for low and high cash for a number of providers excluding AFH Direct
- Processing Bed and Isa’s on various platforms
- Being a point of contact for consultants, members of the business and the team
- Ensuring all completed instructions and transactions match and are fully documented in line with laid down procedures to provide appropriate audit trail and accountability
- Monitoring and maintaining accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
- Maintaining a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Wealth Management seeks to comply with this FCA requirement
What we are looking for in our ideal Investment Operations Administrator:
- Good knowledge of the Financial Services Market and Investment Products
- Relevant Operational procedures knowledge
- Working knowledge of Pershing’s Nexus, XPlan and Nexus Complete Software Systems preferred as well as other providers used
- Knowledge of TCF Principles and GDPR and how they apply to the individual role
- Good working knowledge of Microsoft Word, Excel and Outlook
- High level of attention to detail and accuracy
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 & 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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Investment Services Administrator employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. 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 professionals in the financial services industry, especially those who work in investment administration. Attend relevant events or join online forums to gain insights and potentially get referrals.
✨Tip Number 4
Prepare to discuss your attention to detail and accuracy in previous roles. Have specific examples ready that showcase how you've successfully managed tasks that require precision, as this is crucial for the Investment Services Administrator role.
We think you need these skills to ace Investment Services Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Investment Services Administrator position. Tailor your application to highlight relevant experience and skills that match these criteria.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial services or investment administration. Mention specific tasks you've handled that relate to client requests, cash reporting, or compliance standards.
Showcase Your Skills: Make sure to include your proficiency in software systems like Pershing's Nexus and XPlan, as well as your knowledge of TCF principles and GDPR. Provide examples of how you've used these skills in past roles.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention why you want to work at AFH Wealth Management and how you can contribute to their success.
How to prepare for a job interview at AFH Financial Group.
✨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 so you can speak intelligently about how you would adapt to using these tools.
✨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.
✨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 significant difference, and be ready to discuss how you maintain high standards in your work.
