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- Tasks: Generate switch forms and support clients with their investment needs.
- Company: Join AFH Wealth Management, a top independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive salary, and a range of health perks.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: Attention to detail and experience in achieving productivity targets are essential.
- Other info: Great opportunities for professional development and fun social events.
The predicted salary is between 36000 - 60000 £ per year.
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. This is a full-time, permanent opportunity with hybrid working and a competitive salary and range of benefits. This is a process-driven role with the purpose of generating switch forms through our CRM system, playing an integral role in the Switch Team. A strong attention to detail, adherence to all processes and procedures, and the ability to respond to low-risk team queries are key elements of this post.
Responsibilities
- Generate switch forms and accurately rebalance clients on platforms (where applicable); complete buy and sell and postal fund switch requests.
- Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs.
- Collate switch documents by selecting the appropriate recommendations made by Investment Research relating to client investment holdings.
- Respond to telephone and inbox queries related to fund switches, escalating where necessary.
- Monitor and maintain accurate diary management and record-keeping processes to ensure appropriate activity audit trails in line with the Firm’s compliance standards.
- Maintain a clear understanding of Consumer Duty.
- Adhere to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements.
What we are looking for in our ideal Investment Support Administrator
Essential
- Experience working towards and achieving productivity targets.
- Strong attention to detail and proven ability to deliver to a high standard.
- Experience with handling multiple tasks at any one time.
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 At AFH
- Flexible working & holidays – flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off; additional holiday days for long service.
- Social perks – annual Christmas and Summer parties.
- Pension – contributory pension scheme with Royal London and death-in-service benefit.
- Bonus scheme – discretionary annual bonus following completion of a year’s service.
- Health and wellbeing – MediCash app with cashback on a range of health and wellbeing initiatives, discounted health club memberships, and free healthcare benefits.
- Professional development – tailored learning and development programmes.
- Shopping discounts – discounts or cashback on purchases from various retailers 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 via our careers website.
Investment Suppport Administrator in Bromsgrove employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Suppport Administrator in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching AFH Wealth Management and understanding their values. Tailor your responses to show how your skills align with their needs, especially around attention to detail and process adherence.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build confidence. Focus on articulating your experience with productivity targets and handling multiple tasks, as these are key for the Investment Support Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the info about the perks and benefits of working with us right there.
We think you need these skills to ace Investment Suppport Administrator in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your attention to detail and any relevant experience with financial products or CRM systems. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the Investment Support Administrator role and how your background aligns with our needs. Keep it concise but engaging – we love a good story!
Showcase Your Process-Driven Mindset: Since this role is all about processes, make sure to mention any experience you have with adhering to procedures and meeting productivity targets. We’re looking for someone who can keep things running smoothly in our Switch Team!
Apply Through Our Website: We encourage you to apply directly through our careers website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Familiarise yourself with the specific software mentioned in the job description, like Xplan and Provider Platforms, as this will show that you're ready to hit the ground running.
✨Attention to Detail is Key
Since this role requires a strong attention to detail, practice answering questions that demonstrate your ability to manage multiple tasks without missing a beat. You might even want to prepare examples from your past experiences where your attention to detail made a difference.
✨Prepare for Process Questions
Expect questions about how you handle processes and procedures. Be ready to discuss your experience with productivity targets and how you ensure compliance with regulations like GDPR. This will help you showcase your understanding of the importance of these elements in the role.
✨Show Your Team Spirit
AFH Wealth Management values teamwork, so be prepared to talk about how you collaborate with others. Share examples of how you've worked effectively within a team, especially in high-pressure situations, to highlight your ability to contribute positively to the Switch Team.
