Investment Operations Administrator

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.

Role Overview:

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:

• Ensure client requests are processed accurately and within agreed SLAs.
• Process deceased accounts and death claims efficiently.
• Respond to telephone and email queries, escalating when necessary.
• Assist with cash reporting for various providers (excluding AFH Direct).
• Maintain and update model portfolio changes on provider platforms.
• Process Bed & ISA transactions across multiple platforms.
• Monitor and maintain accurate diary management and record-keeping for audit purposes.
• Ensure all activities align with compliance standards (AML, GDPR, TCF).
• Develop new methods to enhance operational efficiency.
• Support team members during absence or peak workloads (e.g., tax year-end).
• Undertake ad hoc duties as required by Senior Management.

Who We’re Looking For:

✅ 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

Working Hours & Contract Type:

📅 Full-Time | Permanent
🏢 Hybrid Working Available (Bromsgrove Office)

Rewards & Benefits:

💼 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.

About AFH Wealth Management:

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.