At a Glance
- Tasks: Support data integrity and financial accuracy through checks and audits.
- Company: Join a leading independent financial advisory firm in Bromsgrove.
- Benefits: Enjoy flexible working, competitive salary, and health perks.
- Other info: Participate in fun social events and professional development programmes.
- Why this job: Make an impact in a fast-paced environment with growth opportunities.
- Qualifications: Experience in administration and proficiency in Microsoft Office required.
The predicted salary is between 36000 - 44000 £ per year.
Location: Bromsgrove, Worcestershire, United Kingdom
Salary: Competitive Salary and Benefits
Contract type: Permanent, hybrid working
Working hours: Full‑time, Monday to Friday, 08:00-16:00
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.
The Operational Controls Administrator supports the senior Operational Controls team in safeguarding data integrity and financial accuracy through checks across client records, both adviser and firm income, and new business processes. With a keen eye for detail and a mindset for continuous improvement, driving operational excellence and supporting the business in delivering high-quality, compliant outcomes.
As an Operational Control Administrator, you will be responsible for:
- Remuneration Queries: Assisting with income queries, ensuring that any data errors identified are rectified and investigated in a timely manner.
- Financial Corrections: Assisting with the calculations for any financial corrections required, raising payment requests with finance for any identified.
- Client Reallocations: Updating XPLAN to reflect correct revenue links and payaways following reallocations.
- Audit Checks: Assisting with weekly audit of rebroking, and revenue link loading and the completion of ongoing data cleansing activities and regular audits.
- Continuous Process Improvements: Highlight any process change recommendations to the relevant stakeholders for review.
- Relationship Management: Building and maintaining relationships with advisers on remuneration issues and reallocation queries and managing expectations.
- Workflow Management: Maintenance of diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when not.
- Training Needs Identification: Assisting with the identification of training needs for Operational staff members following analysis of data, preparing relevant feedback.
- Liaising: Liaising with both internal and external stakeholders by telephone, letter, and e-mail.
- Managing the AFH Operational Control direct phoneline: Managing the AFH Operational Control direct phoneline with a confident telephone manner.
What we are looking for in our ideal Operational Control Administrator:
- Experience is required within a general administration role.
- Experienced using Microsoft Word, Excel & Outlook.
- Able to use own initiative and takes ownership, managing multiple priorities, seeing tasks through to completion within deadline, displaying a flexible and positive attitude.
- A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism.
- GCSE level A-C/5-9 in English and Maths.
- Experience working with financial systems such as XPLAN or similar CRM/revenue platforms (desirable).
- Ability to identify trends, anomalies, and opportunities by asking questions and exploring data.
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.
Operational Control Administrator employer: AFH Wealth Management
AFH Wealth Management is an exceptional employer that prioritises employee growth and well-being, offering a dynamic work culture where integration managers can thrive. With flexible working arrangements, competitive benefits, and a strong commitment to professional development, employees are empowered to reach their full potential while enjoying a supportive environment. Located in the UK, AFH fosters a collaborative atmosphere that celebrates achievements through social events and recognises hard work with a discretionary bonus scheme.
