AFH Wealth Management
Finance Operations Administrator
Job Location
Bromsgrove, United Kingdom
Job Description
Finance Operations Administrator
A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.
The role will require you to perform a range of tasks within the Finance Operations Team to ensure that any requests are dealt with in an accurate and efficient manner in accordance with the Company’s service level agreements.
Key Responsibilities as our Finance Operations Administrator will include:
Chasing outstanding commission statements - Contacting providers of financial products to chase up statements that we have not received
Printing commission statements from Provider websites
Preparing and producing reports to enter into an Excel document
Allocating payments via Xplan/CommPay and to raise reports, invoices, and check client details for commission queries
Reconciling bank statements
Loading/investigating missing income/estimates
Calculation of commission/fee payments outstanding together with re-broking
Day to day use of Microsoft Office - Outlook Express, Word and Excel - CSV.
Completing paying-in book and banking commission cheques at the bank in Bromsgrove
Completing/checking ad-hoc spreadsheets using Excel to produce required Management Information
Liaison with advisors, providers of financial products and other teams as appropriate
What we are looking for in our ideal Finance Operations Administrator:
Office experience including finance desirable
Effective organisational and planning skills
Able to work to deadlines
Experienced using Microsoft Office
Delivery focused, with a drive for quality throughout.
Excellent interpersonal and communication skills
Must have a keen eye for detail
Willing to learn and develop
Able to work as part of a team or, if required, under own initiative
Benefits and Perks at AFH:
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 content
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.
If you or anyone that you know are interested in becoming a part of our growing community as our Finance Operations Administrator, get in touch and click ‘APPLY’ today or email us via (url removed). We look forward to hearing from you
Location: Bromsgrove, GB
Posted Date: 11/24/2024
A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.
The role will require you to perform a range of tasks within the Finance Operations Team to ensure that any requests are dealt with in an accurate and efficient manner in accordance with the Company’s service level agreements.
Key Responsibilities as our Finance Operations Administrator will include:
Chasing outstanding commission statements - Contacting providers of financial products to chase up statements that we have not received
Printing commission statements from Provider websites
Preparing and producing reports to enter into an Excel document
Allocating payments via Xplan/CommPay and to raise reports, invoices, and check client details for commission queries
Reconciling bank statements
Loading/investigating missing income/estimates
Calculation of commission/fee payments outstanding together with re-broking
Day to day use of Microsoft Office - Outlook Express, Word and Excel - CSV.
Completing paying-in book and banking commission cheques at the bank in Bromsgrove
Completing/checking ad-hoc spreadsheets using Excel to produce required Management Information
Liaison with advisors, providers of financial products and other teams as appropriate
What we are looking for in our ideal Finance Operations Administrator:
Office experience including finance desirable
Effective organisational and planning skills
Able to work to deadlines
Experienced using Microsoft Office
Delivery focused, with a drive for quality throughout.
Excellent interpersonal and communication skills
Must have a keen eye for detail
Willing to learn and develop
Able to work as part of a team or, if required, under own initiative
Benefits and Perks at AFH:
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 content
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.
If you or anyone that you know are interested in becoming a part of our growing community as our Finance Operations Administrator, get in touch and click ‘APPLY’ today or email us via (url removed). We look forward to hearing from you
Location: Bromsgrove, GB
Posted Date: 11/24/2024
Contact Information
| Contact | Human Resources AFH Wealth Management |
|---|