Business Systems Administrator
An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms.
We are looking for those of you who wish to grow with us as a business and support our strong growth plans, with hybrid working. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.
Please apply today to register your interest in joining the team, as you support the wider business. Liaising with relevant software providers to resolve various issues and performing data cleansing activities where necessary to ensure all data held within our internal systems is accurate and up to date.
As our Business Systems Administrator you will typically:
1. Maintain system access for staff and advisers ensuring records are kept up to date. Assisting end users with access or capability issues.
2. Maintain internal records of all providers ,online access, and all provider agency codes.
3. Understand and assisting with the management of IPS and external accounts and maintaining provider credentials to ensure smooth run of data feeds.
4. Enable access for clients to our client portal, WealthHUB. Auditing client information and adhering to GDPR regulations and answering client queries via telephone and email.
5. Ensure that any data errors...