AFH Wealth Management
Centralised Research Coordinator
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Location: Bromsgrove Head Office with Hybrid working
Contract type: Permanent
Hours: Full-time
About Us
This is a fantastic opportunity to join our team at AFH Wealth Management.
AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long-term financial solutions to individuals, families, and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values, and client-centric approach.
We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.
The Role
The purpose of this role is to play a valuable role in our Investment Team, as Centralised Research Coordinator. You will support the research framework that underpins adviser recommendations across the business.
As our Centralised Research Coordinator, you will typically:
- Be responsible for coordinating the delivery of the monthly Centralised Research process
- Maintain audit-ready records, document research outputs, archive due diligence evidence, and ensure processes remain accurate, compliant, and reviewed annually
- Develop and improve research accessibility and user experience
- Prepare research reports, presentations, and communications to the wider business
- Act as a key point of contact for research enquiries for employees across other departments
- Support cross-functional projects and business initiatives.
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What We Are Looking For
What we are looking for in our ideal Centralised Research Coordinator:
- Proven experience working in a financial services setting, working with Financial Advisers or Investments
- Strong communication skills and ability to communicate effectively with stakeholders
- Experience in research or due diligence processes
- Excellent attention to details and communication skills
- Level 4 Diploma in Financial Planning
Perks & Benefits
What AFH can offer - Perks & Benefits:
- Flexible working & holidays: Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.
- Professional development: We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Pension: We offer a contributory pension scheme with Royal London at 5% employer contribution, as well as death-in-service benefit.
- Loyalty Bonus Scheme: AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15, and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3-week holiday.
- Social perks: To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- 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.
- 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.
- Salary sacrifice schemes: Various salary sacrifice schemes such as Electric Vehicle Scheme or Charity Giving.
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To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.
If you have any questions about this vacancy please contact the People Resourcing Team on recruitment@afhgroup.com.
We look forward to hearing from you!
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