Corporate Servicing Technician

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

Corporate Servicing Technician

The Corporate Servicing Technician will primarily assist advisers and clients by providing efficient and effective research on automatic enrolment and group risk schemes.

As our Corporate Servicing Technician, you will be responsible for:

• Articulating our services within a fee agreement and present to advisers within a suitable time frame
• Evaluating existing pension arrangements and determine ongoing automatic enrolment compliance
• Supporting advisers and clients with any scheme rectification work required
• Arranging conference calls with scheme and payroll providers and clients if deemed necessary
• Ensuring Group Risk cover remains suitable through Whole of Market and Renewal research
• Completing and issuing FPR’s to advisers within a suitable timeframe
• Provide technical support and guidance to advisers when making the recommendation
• Routinely and consistently follow company procedures and compliance requirements
• Accurate record keeping.
  
  

What we are looking for in our ideal Corporate Servicing Technician:

• A solid understanding of Group Risk products in financial services, and their provider processes
• Knowledge of Auto-enrolment legislation
• Experience in an IFA environment
• Excellent communication skills, maintaining a high level of professional conduct with clients and advisers via telephone, email and written communication
• Understanding the varying needs of corporate clients whilst providing excellent customer service
• Excellent attention to detail, meticulous and tenacious in ensuring all work produced is accurate
• A good working knowledge of Excel is necessary.
  
  

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.
  
  

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.