Quality Assurance Administrator

AFH Wealth Management; Bromsgrove; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Join a forward-thinking company as a Quality Assurance Administrator in Bromsgrove! This role offers a fantastic opportunity to develop your career while being part of a dynamic team. You'll conduct quality assurance checks, audit financial data, and collaborate with advisers to resolve issues. The company values professional development and offers a range of benefits, including flexible working, social perks, and a contributory pension scheme. If you have a keen eye for detail and a passion for learning, this could be the perfect opportunity for you to grow and thrive in your career.

Benefits

Flexible working & holidays

Social perks

Pension scheme

Bonus scheme

Health and wellbeing initiatives

Professional development programs

Shopping discounts

Qualifications

• Strong analytical and communication skills are essential.
• Attention to detail and accuracy are critical for success.

Responsibilities

• Conduct quality assurance checks and audit financial information.
• Assist with remuneration queries and perform financial calculations.
• Build relationships with advisers on remuneration and reallocation issues.

Skills

Analytical Skills

Attention to Detail

Time Management

Communication Skills

Team Collaboration

Adaptability

Education

General knowledge of Financial Services Market

Tools

Xplan

Job description

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Address Information

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About My Application

• I confirm that my details are complete and correct
• I confirm I have the right to work in the country where this job is based
• Job Title: Quality Assurance Administrator
• Job Reference: AS1233299BroQAA
• Location: Bromsgrove, Worcestershire, United Kingdom

Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH could be right for you!

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.

Quality Assurance Administrator

We have an exciting opportunityto join our existing Quality Assurance team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with hybrid working. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

As a Quality Assurance Administrator, you would work as part of the team to conduct quality assurance checks. You will be responsible for auditing financial related information within the back office systems to analyse, investigate and resolve issues.

Key Responsibilities as our Quality Assurance Administrator will include:

Assisting with remuneration queries, ensuring that any data errors identified are rectified and investigated in a timely manner.

Performing calculations for any financial corrections required.

Raising payment requests with finance for any agreed corrections identified

Updating company to reflect correct revenue links and payaways following reallocations

Performing reallocations of clients on Xplan and various 3rd party systems.

Contacting relevant providers and consulting company and other systems to obtain information on specific client cases.

Building and maintaining relationships with advisers on remuneration issues and reallocation queries and managing expectations

Assisting on weekly audit of rebroking, and revenue link loading.

Assisting with ongoing data cleansing activities and regular audits

Collating figures of Funds Under Management via liaison with external Providers

What we are looking for in our ideal Quality Assurance Administrator:

• Good level of accuracy and attention to detail
• Excellent analytical, interpretation and organisation skills
• Good time management skills and ability to prioritise
• Be a natural team player with effective communication to collaborate with the team
• General knowledge of the Financial Services Market desirable, but not essential
• Willing to learn and develop
• Experience within a role interpreting data/due diligence
• Adaptable and proactive approach to working with a hunger for learning
• Excellent communication skills with the ability to work with others in solving problems / verifying data in cases where there are discrepancies

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 courses.

If you are interested in becoming a part of our growing community as our Quality Assurance Administrator, get in touch and click ‘APPLY’ today! We would love to hear from you!