Client Services Executive (Wealth Management)
Location: Cardiff Gate Office
Working model: Office Based with Hybrid Working
Contract type: Permanent
Hours: Full-time
This is a an fantastic opportunity to join our team at AFH Wealth Management.
AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.
We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.
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
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.
If you have any questions about this vacancy please contact the People Resourcing Team on [email protected].
We look forward to hearing from you!
