Hybrid: Operational Controls & Data Integrity Specialist

AFH Wealth Management; Stoke Pound; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Flexible working hours

Pension plan

Bonus scheme

Health & wellbeing benefits

Professional development

Social events

Job summary

AFH Wealth Management in Bromsgrove (B60 4JE) seeks an Operational Controls Administrator to join a fast‑paced team. The role focuses on safeguarding data integrity and financial accuracy through checks across client records, adviser and firm income, and new business processes.

You will support remediation, audits, and reporting tasks, liaising with internal and external stakeholders, while maintaining high standards of service and compliance in a hybrid work environment.

Qualifications

• Experience in a general administration role.
• Proficient in MS Word, Excel & Outlook.
• Ability to take initiative and manage multiple priorities.
• Attention to detail and quality standards.

Responsibilities

• Assist with remuneration queries and rectify data errors promptly.
• Support calculations for financial corrections and raise payment requests.
• Update XPLAN with correct revenue links and reallocations.
• Record audit results and prepare weekly/monthly reports for stakeholders.
• Build relationships with advisers on remuneration issues and reallocations.
• Contribute to weekly audits and ongoing data cleansing activities.

Skills

Administrative experience

Microsoft Word

Microsoft Excel

Microsoft Outlook

Data accuracy

Education

GCSE English & Maths

Tools

XPLAN

CRM systems

Job description

AFH Wealth Management in Bromsgrove (B60 4JE) seeks an Operational Controls Administrator to join a fast‑paced team. The role focuses on safeguarding data integrity and financial accuracy through checks across client records, adviser and firm income, and new business processes.

You will support remediation, audits, and reporting tasks, liaising with internal and external stakeholders, while maintaining high standards of service and compliance in a hybrid work environment.