AFH Wealth Management
Operational Control Administrator
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Location: Bromsgrove (B60 4JE)
Contract type: Permanent, hybrid working
Working hours: Full-time, Monday to Friday, 08:00-16:00
This is a fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits and hybrid working.
About the Role:
The Operational Controls Administrator supports the senior Operational Controls team in safeguarding data integrity and financial accuracy through checks across client records, both adviser and firm income, and new business processes. With a keen eye for detail and a mindset for continuous improvement, driving operational excellence and supporting the business in delivering high-quality, compliant outcomes.
Responsibilities:
- Assisting with income queries, ensuring that any data errors identified are rectified and investigated in a timely manner
- Assisting with the calculations for any financial corrections required, raising payment requests with finance for any identified
- Updating XPLAN to reflect correct revenue links and payaways following reallocations
- Assisting with the completion and recording audit results within the Operational Controls Dashboard and communicating findings by preparing weekly/ monthly reports
- Building and maintaining relationships with advisers on remuneration issues and reallocation queries and managing expectations
- Assisting with weekly audit of rebroking, and revenue link loading and the completion of ongoing data cleansing activities and regular audits
- Maintenance of diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when not
- Assisting with the identification of training needs for Operational staff members following analysis of data, preparing relevant feedback
- Highlight any process change recommendations to the relevant stakeholders for review
- Liaising with both internal and external stakeholders by telephone, letter, and e-mail
- Managing the AFH Operational Control direct phoneline with a confident telephone manner
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What We Are Looking For:
- Experience is required within a general administration role
- Experienced using Microsoft Word, Excel & Outlook
- Able to use own initiative and takes ownership, managing multiple priorities, seeing tasks through to completion within deadline, displaying a flexible and positive attitude
- A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
- GCSE level A-C/5-9 in English and Maths
- Relevant financial services qualifications (desirable)
- Experience working with financial systems such as XPLAN or similar CRM/revenue platforms. (desirable)
- Ability to identify trends, anomalies, and opportunities by asking questions and exploring data
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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.
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.
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