Switch Team Administrator

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

Switch Team Administrator

The role is a core function within the Switch Team dealing with fund switch requests and processing these within SLA in line with compliance guidelines. Also, providing timely and efficient administration support to Senior Administrator where necessary.

As our Switch Team Administrator, you will be responsible for:

• Ensuring client requests are correctly processed and completed within the agreed SLA
• Dealing with postal fund switch requests and processing these online where applicable
• Responding to telephone and medium risk queries in relation to fund switches, and escalating where necessary
• Being a point of contact for consultants, members of the business and the team
• Ensuring that all data is kept up to date and stored accurately
• Monitoring and maintaining accurate diary management and record keeping processes to ensure activity audit trails are maintained in line with compliance standards
• Ensuring all completed instructions and transactions match and are fully documented in line with company procedures
• Supporting senior staff and line managers in the event of absences.

What we are looking for in our ideal Switch Team Administrator:

• Demonstrable knowledge of the Financial Services Market and Investment Products
• Good knowledge of Microsoft Word, Excel and Outlook
• Working knowledge of XPlan, Pershing’s Nexus and Nexus Complete Software systems is desirable
• Knowledge of TCF Principles and GDPR and how they apply to the individual role.

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.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.