Switch Team Administrator

• Ensuring client requests are correctly processed and completed within the agreed SLA
• Dealing with postal fund switch requests and processing these online where applicable
• Responding to telephone and medium risk queries in relation to fund switches, and escalating where necessary
• Being a point of contact for consultants, members of the business and the team
• Ensuring that all data is kept up to date and stored accurately
• Monitoring and maintaining accurate diary management and record keeping processes to ensure activity audit trails are maintained in line with compliance standards
• Ensuring all completed instructions and transactions match and are fully documented in line with company procedures
• Supporting senior staff and line managers in the event of absences

• Good knowledge of Microsoft Word, Excel and Outlook
• Working knowledge of XPlan, Pershing’s Nexus and Nexus Complete Software systems is desirable
• Knowledge of TCF Principles and GDPR and how they apply to the individual role

Working knowledge of XPlan, Pershing’s Nexus and Nexus Complete Software systems is desirable

• 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
• 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