Address
SalarySenior Administrator
A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.
As an Investment Support Senior Administrator, you would deliver an efficient and accurate service, including general client maintenance and supporting the investment team supervisors with training and dealing with medium risk tasks.
Key Responsibilities as our Senior Administrator will include:
- Quality checking of all Reporting aspects (DIS/IAS& Legacy/PMS/MiFIDII).
- Provide effective and constructive feedback to buddies.
- Ensure that all data is accurate and up to date where appropriate.
- To complete all tasks delegated to them by the Investment Support Supervisor to meet SLAs.
- Create and maintain Process manuals for administrator and senior tasks.
- To train and provide continuing support to both new and existing members of the team.
- To respond to telephone and medium risk inbox queries, escalating where necessary.
- To develop new methods of carrying out existing or new tasks to increase efficiency.
- To be a point of contact for consultants, members of the business and the team.
- Responsible for cancellation and resetting of Reviews and updating XPLAN.
- Raise and maintain breach awareness with Buddies and report all potential breaches.
- Monitor and maintain administrators and own diary management and record keeping processes, to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards.
- Maintain a clear understanding of the concept of Treating Customers Fairly {TCF) and how AFH Wealth Management seeks to comply with this FCA requirement.
- Abide by AFH Group procedures and standards in relation to anti money laundering, fraud awareness, data security and confidentiality and to complete training and assessments as required and in a timely manner.
- Liaising with Portfolio Managers and Dealing Executives
- Any reasonable request made by Director/Senior Manager of the Company
What we are looking for in our ideal Senior Administrator:
- Awareness of the Financial Services Market and Investment Products
- Relevant Operational procedures knowledge desirable
- Provider platform and valuation procedures knowledge
- Understanding of various types and styles of Reporting
- Good working knowledge of Microsoft Word, Excel and Outlook
- Working knowledge of Pershing's Nexus Complete Software Systems preferred
- Knowledge of TCF Principles and how they apply to the individual role
- Coaching and feedback skills
- Motivating others
- Managing change
- Medium risk decision making
- Accuracy and high attention to detail
- Prioritising
- Initiative
- Teamwork and collaboration
- Personal planning, organisation and time management
- Communication-written and verbal
- Approachable
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
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.
If you or anyone that you know are interested in becoming a part of our growing community as our Investment Support Senior Administrator, get in touch and click ‘APPLY’ today or email us via recruitment@afhgroup.com. We look forward to hearing from you!
