Private Wealth Administrator

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.

• Processing new business and ongoing account management
• Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure that all workload is prioritised and dealt with in a timely and efficient manner
• A point of contact for clients, providers, and other members of the business
• Processing the completion of transfers in and out
• Loading and managing ongoing and initial fees on multiple platforms internally and externally
• Posting deal reporting
• Ensuring stock research is up to date
• Creating and managing cash lists
• Processing deceased cases i.e. probate and small estates
• Dealing with the sale and transfers of shares
• Conforming to timelines, demands, and shifting priorities through problem solving
• Liaising with both internal and external stakeholders by telephone, letter, and e‑mail
• Managing the AFH Private Wealth direct phoneline with a confident telephone manner
• Any other reasonable request made by the business.

• Strong numeracy, literacy and attention to detail
• Good Microsoft packages skills, specifically Excel
• Experience in stockbroking/financial services preferred
• Team player with strong communication and stakeholder‑management skills
• Confident telephone manner
• Proactive, organised and able to prioritise under pressure
• Critical thinker with high accuracy
• Able to work 08:00-16:30, Monday - Friday in line with the opening times of the UK stock market

• 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 Medi Cash 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.

If you are interested in becoming a part of our growing community as our Private Wealth Administrator, get in touch and click ‘APPLY’ today. We look forward to hearing from!