Description:
AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms, with over 30 years of experience and 200+ accredited advisers nationwide. We are currently looking for a motivated and detail-oriented Investment Operations Administrator to join our Bromsgrove office, offering hybrid working opportunities.
This is a fantastic opportunity for professionals who want to grow with a reputable firm and play a vital role in investment operations, client maintenance, and cash position monitoring.
As an Investment Operations Administrator, you will support the Investments Operations Team, ensuring efficient processing of client requests, cash reporting, and compliance with financial regulations. This role involves handling medium-risk queries while working closely with consultants and internal teams.
✅ Key Responsibilities:
✅ Essential Qualifications & Skills:
📈 Good knowledge of the Financial Services market and Investment Products
📝 Understanding of Operational Procedures & Compliance (AML, GDPR, TCF)
📊 Proficiency in Microsoft Word, Excel, and Outlook
💻 Familiarity with Pershing’s Nexus, XPlan, and Nexus Complete (Preferred but Not Essential)
📑 Strong attention to detail, accuracy, and organizational skills
📞 Excellent communication skills (written and verbal)
👥 Ability to work in a team-oriented environment
📅 Full-Time | Permanent
🏢 Hybrid Working Available (Bromsgrove Office)
💼 Training & Qualifications – We support and fund professional certifications after your 3-month probation.
💰 Competitive Salary + Annual Discretionary Bonus (after one year of service).
🏦 Contributory Pension Scheme + Death-in-Service Benefit.
🩺 Health Benefits – Digital gym subscriptions, dental, optional treatments, and alternative therapies.
🌴 Generous Holiday Allowance – Buy and sell scheme options.
👶 Enhanced Maternity, Adoptive & Paternity Pay.
🏆 Loyalty Bonus + Additional Holiday Days (based on length of service).
🎉 Employee Referral Bonus Scheme & Social Events.
With a strong heritage in financial services, AFH Wealth Management offers independent and client-focused wealth management solutions. Our team thrives in a collaborative and professional environment, with ongoing training and career development opportunities.
Organization | AFH Wealth Management |
Industry | Banking / Financial Services Jobs |
Occupational Category | Investment Operations Administrator |
Job Location | Worcester,UK |
Shift Type | Morning |
Job Type | Full Time |
Gender | No Preference |
Career Level | Intermediate |
Experience | 2 Years |
Posted at | 2025-02-07 5:10 pm |
Expires on | 2025-03-24 |