Private Wealth Administrator

AFH Wealth Management; Bromsgrove; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Flexible working

Holiday entitlement

Pension scheme

Discretionary bonus

Health benefits

Professional development

Annual parties

Job summary

AFH Wealth Management is seeking a Private Wealth Administrator in Bromsgrove to support the Private Wealth team with administrative duties and client liaison. You will manage new business, transfers, fees, and cash flows across multiple platforms, while upholding accuracy and regulatory standards.

The role offers full-time hours, hybrid working, and a competitive salary with benefits. Experience in stockbroking/financial services and strong Excel skills are preferred.

Qualifications

• Strong numeracy, literacy and attention to detail.
• Experience in stockbroking/financial services preferred.
• Team player with strong communication and stakeholder-management skills.
• Proactive, organised and able to prioritise under pressure.
• Able to work 08:00-16:30, Monday - Friday in line with the opening times of the UK stock market.

Responsibilities

• Processing new business and ongoing account management.
• Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure workload is prioritised and dealt with efficiently.
• Be a point of contact for clients, providers, and other members of the business.
• Processing the completion of transfers in and out.
• Loading and managing ongoing and initial fees on multiple platforms internally and externally.
• Posting deal reporting.
• Ensuring stock research is up to date.
• Creating and managing cash lists.
• Processing deceased cases (probate and small estates).
• Dealing with the sale and transfers of shares.
• Liaising with internal and external stakeholders via telephone, letter and e-mail.

Skills

Numeracy

Attention to detail

Stockbroking experience

Communication

Proactive / organized

Telephone manner

Tools

Excel

Job description

• Posting deal reporting

Location: Bromsgrove (B60 4JE)

Contract type: Permanent, hybrid working

Working hours: Full‑time, Monday to Friday, 08:00-16:30

This is a fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits and hybrid working.

As a Private Wealth Administrator, you will be an integral part of the AFH Private Wealth team and will be responsible for all administrative duties as well as supporting and helping your colleagues to create and develop efficiencies across the business using all tools at your disposal, including XPlan and Nexus. You will be expected to manage your own workload, speaking to fellow staff members as well as directly with clients and other Wealth Managers (predominantly Pershing).

As a Private Wealth Administrator, you will be:

• Processing new business and ongoing account management
• Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure that all workload is prioritised and dealt with in a timely and efficient manner
• A point of contact for clients, providers, and other members of the business
• Processing the completion of transfers in and out
• Loading and managing ongoing and initial fees on multiple platforms internally and externally
• Posting deal reporting
• Ensuring stock research is up to date
• Creating and managing cash lists
• Processing deceased cases i.e. probate and small estates
• Dealing with the sale and transfers of shares
• Conforming to timelines, demands, and shifting priorities through problem solving
• Liaising with both internal and external stakeholders by telephone, letter, and e-mail
• Managing the AFH Private Wealth direct phoneline with a confident telephone manner
• Any other reasonable request made by the business.

What we are looking for in our ideal Private Wealth Administrator:

• Strong numeracy, literacy and attention to detail
• Good Microsft packages skills, specifically Excel
• Experience in stockbroking/financial services preferred
• Team player with strong communication and stakeholder‑management skills
• Confident telephone manner
• Proactive, organised and able to prioritise under pressure
• Critical thinker with high accuracy
• Able to work 08:00-16:30, Monday - Friday in line with the opening times of the UK stock market

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.