Centralised Research Coordinator

AFH Financial Group; Bromsgrove; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Flexible working

Annual leave scheme

Pension

Bonus potential

Health & wellbeing

Discounts

Annual parties

Job summary

AFH Wealth Management in Bromsgrove is seeking a Centralised Research Coordinator to join the Investment Team on a permanent, full-time basis. Hybrid working from Bromsgrove Head Office is offered, with a focus on supporting adviser recommendations across the business.

The role requires expertise in financial services research and due diligence, strong communication, and meticulous records management to drive timely, audit-ready outputs.

Qualifications

• Proven experience in financial services with Advisers or Investments.
• Strong communication skills for stakeholders.
• Experience in research or due diligence processes.
• Excellent attention to detail and accuracy.

Responsibilities

• Coordinate the monthly Centralised Research process.
• Maintain audit-ready records and due diligence evidence.
• Develop and improve research accessibility and user experience.
• Prepare research reports, presentations and communications.
• Serve as key contact for research enquiries across departments.
• Support cross-functional projects and initiatives.

Skills

Coordination

Research

Due diligence

Communication

Education

Level 4 Diploma in Financial Planning

Job description

• Location: Bromsgrove, Worcestershire, United Kingdom
• Salary: Competitive Salary and Benefits

Centralised Research Coordinator

Location: Bromsgrove Head Office with Hybrid working

Contract type: Permanent

Hours: Full-time

This is a fantastic opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is oneof the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is afull-time, permanent opportunityand in return, you will receive a competitive salary andrange of benefits.

The role:

The purpose of this role is to play a valuable role in our Investment Team, as Centralised Research Coordinator. You will support the research framework that underpins adviser recommendations across the business.

As our Centralised Research Coordinator, you will typically:

• Be responsible for coordinating the delivery of the monthly Centralised Research process


• Maintain audit-ready records, document research outputs, archive due diligence evidence and ensure processes remain accurate, compliant and reviewed annually


• Develop and improve research accessibility and user experience


• Prepare research reports, presentations and communications to the wider business


• Act as a key point of contact for research enquiries for employees across other departments


• Support cross-functional projects and business initiatives.

What we are looking for in our ideal Centralised Research Coordinator:

• Proven experience working in a financial services setting, working with Financial Advisers or Investments


• Strong communication skills and ability to communicate effectively with stakeholders


• Experience in research or due diligence processes


• Excellent attention to details and communication skills


• Level 4 Diploma in Financial Planning

What AFH can offer – Perks & Benefits:

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options as well as your birthday and Christmas Eve off. Plus, additional holiday days for long service.


• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.


• Pension - We offer a contributory pension scheme with Royal London at 5% employer contribution, as well as death-in-service benefit.


• Loyalty Bonus Scheme – AFH employees are thanked for long service with a bonus and additional annual leave at 5, 10, 15 and 20 years’ service. Earning up to an additional 75% of 3 months’ salary with an additional 3-week holiday.


• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.


• 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.


• 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.


• Salary sacrifice schemes – Various salary sacrifice schemes such as Electric Vehicle Scheme or Charity Giving.