Investment Reporting Administrator

Job Description

Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development Then AFH could be right for you!With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UKs leading independent financial advisory firms.Investment ReportingAdministratorWe have an exciting opportunityto join our existing Investment Support team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove officewith remote working. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.As a Investment Reporting Administrator you would prepare reports ensuring all processes and procedures are followed as well as supporting with low risk queries.Key Responsibilities as our Investment Reporting Administratorwill include:

• To complete all tasks delegated to them by the Investment Support Supervisor and the Investment Support Senior Administrator to meet SLAs
• Collation and recording of current client data relating to investment holdings
• To deliver accurate reports efficiently
• Providing support for the other services where required
• To respond to telephone and low risk inbox queries, escalating where necessary
• Maintain agreed diary management and record keeping processes relating to ensure appropriate audit trails are kept in line with the Firms compliance standards
• Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and GDPR and how AFH Wealth Management seeks to comply with FCA requirements
• Abide by AFH Group procedures and standards in relation to anti money laundering, data security and confidentiality and to complete training and assessment as required
• Any reasonable request made by Director/Senior Manager of the Company

Key Results Areas:

• Achievement of productivity targets
• Personal objectives achieved
• Service levels met

What we are looking for in our ideal Investment Reporting Administrator:

• Good working knowledge of Microsoft Word, Excel and Outlook
• Working knowledge of Pershings Nexus, XPlan software and Nexus Complete Software Systems is desirable
• Knowledge of TCF Principles and how they apply to the individual role
• General Admin experience
• A keen interest in investments
• Previous customer service experience is desirable
• Accuracy and high attention to detail
• Prioritising
• Initiative
• Teamwork and collaboration
• Personal planning, organisation and time management
• Communication-written and verbal
• Good computer skills

Benefits of working for AFH:

• Contributory pension scheme
• Bonus scheme
• Cash plan health benefit scheme
• Competitive and flexible holiday allowance, with buy and sell scheme options
• Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
• Employee referral bonus scheme£1,500 bonus
• Death in service benefit at 4 x your annual salary
• Christmas party and summer events
• Loyalty bonus for all staff based on length of service.
• Additional holiday days for long service

If you are interested in becoming a part of our growing community as our Investment ReportingAdministrator, get in touch and click APPLY today! We would love to hear from you!Due to our continued success and plans to continue growing as a business, we are keen to discuss opportunities within AFH Wealth Management across a number of our offices. If you are not sure which opportunity would be the most suitable for you, then pleasedo make us aware of your experience and interest in joining AFH by sending your CV to .