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360 Resourcing Solutions Logo 360 Resourcing Solutions · Finance

Investment Support Administrator - Client Reporting

United Kingdom, Bromsgrove Employment contract · Job Posted March 18, 2026
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Job Description

This is a desk-based, process driven role to generate and issue annual valuation reports (AVRs) through our power apps and CRM. Good attention to detail, adherence to all processes and procedures and responding to low-risk team queries are key elements in this post.

Job Responsibility

  • Generate targeted number of Annual valuation reports, updating the CRM with valuations and transactions
  • Complete all tasks delegated by the Client Reporting Team Supervisor and Senior Administrators to meet SLAs
  • Support in the delivery of Quarterly Transactional reports including audit through quality checking
  • Support in the delivery of Ex-post costs and charges statements including audit through quality checking
  • Provide support for the other services where required
  • To respond to telephone and low risk inbox queries, escalating where necessary
  • Work with Supervisor to develop new methods of carrying out existing tasks to increase efficiency
  • Maintain agreed diary management and record keeping processes relating to reporting, to ensure appropriate audit trails are kept in line with the company and compliance standards
  • Maintain a clear understanding of Consumer Duty
  • Strictly adhere to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements
  • Stay up to date with AFH Group procedures and standards in relation to anti money laundering, fraud awareness, confidentiality and to complete training and assessment as required

Requirements

  • Experience working towards and achieving productivity targets
  • Strong attention to detail and proven experience delivering this to a high standard
  • Experience with handling multiple tasks at any one time
  • Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
  • Knowledge of financial products, including pensions, investments, and protection

Nice to have

  • Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)
  • Knowledge of financial products, including pensions, investments, and protection

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 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
  • 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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