Digital executive Work, Jobs in Bristol Bs3 (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Information Management Officer
Planning Inspectorate —Bristol
- £37,579 a year
- Part-time
- Hybrid work
- Presentation skills
- SharePoint
- Communication skills
- Annual leave
- Flexible schedule
13d
Digital Executive
Civic Recruitment Limited —Cardiff
- Full-time
- Hybrid work
- Marketing
- Social media management
- Microsoft Office
Quick apply
ICC Wales - Marketing Executive
The Celtic Collection —Newport
- Full-time
- Organisational skills
- Free parking
- Employee discount
Business Development Executive
GDS Group —Bristol
- £50,000 - £70,000 a year
- Full-time
- Hybrid work
- Business development
- AWS
- Communication skills
Quick apply
12d
Marketing Executive
Howden Group Holdings —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Director of IT Delivery
University of Bristol —Bristol
- £82,955 - £110,045 a year
- Part-time
- Agile
- Annual leave
6d
SEO Executive/ Senior SEO Executive
Walker & Sloan —Bristol
- Up to £35,000 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
Executive Administrator
Bath Preservation Trust —Bath
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Annual leave
- Sick pay
Quick apply
Marketing Events Executive
Novuna —Trowbridge
- Up to £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Technology Sales Executive
Softcat —Bristol
- £26,250 - £28,900 a year
- Communication skills
- School
- Flexible schedule
Digital Finance Product Manager for O2C & P2P
Airbus Operations Limited —Bristol
- Full-time
- Hybrid work
- Project management
- No degree
- IT
- Free parking
- Employee assistance programme
SEO Executive
RAC —Bristol
- Hybrid work
- Communication skills
- Flexible schedule
Sales Executive
RHE Global —Bristol
- £32,000 a year
- Full-time
- Hybrid work
- CRM software
- Administrative experience
- In-person
Quick apply
12d
IT Service Manager
Office for National Statistics —Newport
- £34,587 - £39,106 a year
- Full-time
- Hybrid work
- Presentation skills
10d
New Business Development Executive
Shared Apprenticeships —Bristol
- Up to £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Sales
- Microsoft Office
- Work from home
Quick apply
5d
Digital Marketing Trainer (Associate) - £35 per Hour - Flexible Hours
Partners in Bristol —Bristol
- £35.20 an hour
- In-person
- Teaching
- Free parking
- Flexible schedule
Quick apply
6d
AI Product Manager
BGBx —Bristol
- £50,000 - £60,000 a year
- Remote
- Master's degree
- Product management
- Agile
- Annual leave
- Life insurance
Quick apply
Cyber Security Architect
Intellectual Property Office —Newport
- £47,766 - £58,575 a year
- Part-time
- Hybrid work
- Presentation skills
- Communication skills
- Annual leave
10d
Supplier Manager
Welsh Water —Newport
- £74,700 a year
- Hybrid work
- Continuous improvement
- Contracts
- Negotiation
12d

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digital executive jobs near bristol bs3

Client Services Executive

AFH Financial Group -
Cardiff

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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

digital executive jobs in bristol bs3

Client Services Executive

Information Management Officer

Digital Executive

ICC Wales - Marketing Executive

Business Development Executive

Marketing Executive

Director of IT Delivery

SEO Executive/ Senior SEO Executive

Executive Administrator

Marketing Events Executive

Technology Sales Executive

Digital Finance Product Manager for O2C & P2P

SEO Executive

Sales Executive

IT Service Manager

New Business Development Executive

Digital Marketing Trainer (Associate) - £35 per Hour - Flexible Hours

AI Product Manager

Cyber Security Architect

Supplier Manager

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