Private Wealth Administrator

AFH Financial Group; United Kingdom; On-site; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Flexible working

Holiday allowance

Annual bonus

Pension

Health benefits

Wellbeing app

Professional development

Job summary

AFH Financial Group in Bromsgrove is seeking a Private Wealth Administrator to join the Private Wealth team on a full-time, permanent basis with hybrid working. You will manage administrative duties, support colleagues, and communicate with clients and wealth managers using tools like XPlan and Nexus.

You will handle transfers, fees, cash lists, and stock research while maintaining high accuracy and timely delivery in a fast-paced environment.

Qualifications

• Strong numeracy and attention to detail.
• Proficient in Excel and MS Office.
• Experience in stockbroking/financial services is preferred.
• Good communication and stakeholder management skills.
• Confident telephone manner and proactive work ethic.
• Ability to prioritise workload under pressure.

Responsibilities

• Process new business and ongoing account administration.
• Collaborate with Operations Manager and Client Executives to prioritise workload.
• Be a primary contact for clients, providers and colleagues.
• Process transfers in and out; load fees on platforms.
• Ensure stock research is up to date and cash lists are managed.
• Handle probate and small estates; manage share transfers.
• Maintain timelines and liaise with stakeholders by phone, letter, and email.
• Support private wealth colleagues to improve efficiency using tools.

Skills

Numeracy

Excel

Stockbroking experience

Stakeholder management

Telephone manner

Organised

Attention to detail

Communication

Tools

XPlan

Nexus

Job description

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

Private Wealth Administrator

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 basisand 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 otherAdministrators 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
• 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 packagesskills, 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.