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360 Resourcing Solutions Logo 360 Resourcing Solutions · Finance

Investment Services Administrator

United Kingdom, Bromsgrove Employment contract · Job Posted March 26, 2026
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Job Description

In this role you will be an integral part of the Investment Services team, reporting into the Investment Services Manager and providing assistance to the Portfolio Managers to ensure the delivery of high-quality services to our Financial Advisers and clients. You will be responsible for processing tasks such as withdrawals, Bed and ISAs, Death Claims and general client maintenance, as well as cash position monitoring for client accounts across all service propositions. Also providing support and dealing with medium risk queries.

Job Responsibility

  • Ensuring client requests are correctly processed and completed within the agreed SLA
  • Helping with processing deceased accounts and death claims
  • Developing new methods of carrying out existing tasks in order to increase efficiency
  • Updating any new changes to model portfolio’s on provider platforms
  • Cash reporting for low and high cash for a number of providers excluding AFH Direct
  • Processing Bed and Isa’s on various platforms
  • Being a point of contact for consultants, members of the business and the team
  • Ensuring all completed instructions and transactions match and are fully documented in line with laid down procedures to provide appropriate audit trail and accountability
  • Monitoring and maintaining accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
  • Maintaining a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Wealth Management seeks to comply with this FCA requirement

Requirements

  • Good knowledge of the Financial Services Market and Investment Products
  • Relevant Operational procedures knowledge
  • Working knowledge of Pershing’s Nexus, XPlan and Nexus Complete Software Systems preferred as well as other providers used
  • Knowledge of TCF Principles and GDPR and how they apply to the individual role
  • Good working knowledge of Microsoft Word, Excel and Outlook
  • High level of attention to detail and accuracy
  • Excellent communication skills

What we offer

  • 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 & 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
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