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Investment Support Administrator

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360 Resourcing Solutions

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Location:
United Kingdom , Bromsgrove

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

This is a process driven role with the purpose of generating switch forms through our CRM system, playing an integral role in the Switch Team. Having a good attention to detail, adhering to all processes and procedures, and responding to low-risk team queries are key elements in this post.

Job Responsibility:

  • Generate switch forms and accurately rebalance clients on platforms (where applicable), complete buy and sells and postal fund switch requests
  • Complete all tasks delegated by the Switch Team Supervisor and Senior Administrators to meet SLAs
  • Collation of switch document by selecting the appropriate recommendations made by Investment Research relating to Client investment holdings
  • Respond to telephone and inbox queries in relation to fund switches, escalating where necessary
  • Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
  • Maintain a clear understanding of Consumer Duty
  • Strictly adhering to GDPR regulations and how AFH Wealth Management seeks to comply with FCA requirements.

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.

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.

Additional Information:

Job Posted:
January 06, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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