Client services executive Work, Jobs in Bristol, Eng (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Events Executive
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Hospitality
- Sales
- Organisational skills
Sales and ReservationExecutive
Grand Bristol Hotel by Sunday —Bristol
- Weekend availability
- Hospitality
- Sales
- Customer service
- Annual leave
Quick apply
2d
Account Manager
SOUTHERN COMMUNICATIONS LIMITED —Bristol
- £32,500 a year
- Full-time
- Driving
- In-person
- Free parking
- Employee assistance programme
Quick apply
Commercial Account Handler
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
Renewable Energy Consultant
Green Grants UK —Newport
- £30,000 - £40,000 a year
- Full-time
- Sales
- Customer service
- Salesforce
- Profit sharing
Quick apply
1d
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Business Development Executive
Kidwells Solicitors —Bristol
- From £26,500 a year
- Full-time
- Sales
- Microsoft Office
- IT
- Free parking
Quick apply
9d
PRIVATE HIRE SALES EXECUTIVE
Adventure Travel —Cardiff
- £35,000 - £38,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
2d
Business Development Executive
SOUTHERN COMMUNICATIONS LIMITED —Bristol
- £30,000 - £35,000 a year
- Full-time
- Sales
- Customer service
- Computer literacy
- Free parking
- Employee assistance programme
Quick apply
Corporate Receptionist
NAB-Jones Lang LaSalle Services —Bristol
- Full-time
- Microsoft Outlook
- Computer literacy
- Microsoft Office
Quick apply
Internal Business Development Executive
Olra Recruitment Solutions —Almondsbury
- £29,000 - £31,000 a year
- Full-time
- Microsoft Powerpoint
- Sales
- Customer service
- Free parking
Quick apply
6d
Executive – Legal Departmental Support – Property Litigation
Freeths —Bristol
- £27,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Typing
Quick apply
8d
Volkswagen Sales Executive
Mon Motors —Brislington
- £20,000 - £48,500 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Annual leave
- Employee assistance programme
Quick apply
Commercial Claims Handler
Quartz Insurance Brokers Limited —Bristol
- £30,000 - £35,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- In-person
- Gym membership
- Life insurance
Quick apply
6d
Client Listening & Insights Manager
Reynolds Porter Chamberlain —Bristol
- Full-time
- CRM software
- Project management
- Continuous improvement
Private Wealth Legal Executive
Osborne Clarke —Bristol
- Full-time
- Microsoft Outlook
- Administrative experience
Engineering Talent Solutions Partner
Sanderson —Bristol
- Full-time
- Hybrid work
- Employee discount
7d
Customer Service Executive
Ayvens —Bristol
- £27,030 a year
- Full-time
- Customer service
- Organisational skills
- Communication skills
- Free parking
- Annual leave

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Client Services Executive

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Referral programme

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
GCSE
Microsoft Office
Financial services

Full job description

Client Services Executive - Wealth Management

A fantastic opportunity to join 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 in our Cardiff office with hybrid working opportunities. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits.

This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.

Key Responsibilities as our Client Services Executive will include:

Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review
Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we are looking for in our ideal Client Services Executive:

Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection.
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook.
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude.
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Benefits of working for AFH Wealth Management:

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

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.

If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today or email us via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

client services executive jobs in bristol, eng

Client Services Executive

Client Services Supervisor

Events Executive

Sales and ReservationExecutive

Account Manager

Commercial Account Handler

Renewable Energy Consultant

Sector Client Director - Healthcare

Business Development Executive

PRIVATE HIRE SALES EXECUTIVE

Business Development Executive

Corporate Receptionist

Internal Business Development Executive

Executive – Legal Departmental Support – Property Litigation

Volkswagen Sales Executive

Commercial Claims Handler

Client Listening & Insights Manager

Private Wealth Legal Executive

Engineering Talent Solutions Partner

Customer Service Executive

I want to receive the latest job alerts for client services executive in bristol, eng

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