Financial services Work, Jobs in Much Hadham, Hrt (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Client Services Coordinator & Operations
Pink Plan LTD —Ware
- From £25,000 a year
- Full-time
- Customer service
- Salesforce
- Analysis skills
- Free parking
- Work from home
Quick apply
12d
Trainee Mortgage Adviser
The New Homes Group —Luton
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
Mortgage and Financial Administrator
SB Wealth Management Ltd —Barnet
- £29,500 - £33,500 a year
- Part-time
- Basic maths
- Microsoft Office
- Administrative experience
- Annual leave
- Flexitime
Quick apply
8d
Finance Assistant
Luminescence International —Harlow
- Full-time
- Microsoft Excel
- Accounting
- Organisational skills
Quick apply
Business Analyst (Energy & Metals Trading)
MABILLA ENERGY & METALS LTD —Harlow
- £36,000 - £50,200 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Master's degree
- Free parking
Quick apply
Accounts Assistant
The Professional Monitor Company Limited —Biggleswade
- £13.85 - £14.87 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
9d
HR and Recruitment Administrator
AutoProtect Group —Harlow
- £26,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
- Health & wellbeing programme
Quick apply
9d
Client Accountant
Crisp Accountancy —Hatfield
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- CRM software
- In-person
- Communication skills
- Annual leave
- Flexitime
Quick apply
10d
Retail Bureau Manager
Eurochange —Bishop's Stortford
- £14 an hour
- Part-time
- Sales
- Organisational skills
- Cash handling
- Employee assistance programme
- Employee discount
Institutional Client Onboarding Analyst
Fisher Investments Europe —London
- Full-time
- Hybrid work
- Microsoft Office
- Project management
- Bachelor's degree
- Annual leave
- Work from home
Account Manager, Global Financial Services
AWS EMEA SARL (UK Branch) —Cambridge
- Full-time
- Sales
- Business development
- AWS
8d
Financial Analyst, International Theatrical Finance, International Theatrical Finance
Amazon Digital UK Limited —London
- Full-time
- Microsoft Excel
- Salesforce
- Microsoft Office
Finance Assistant – Accounts Receivable Concessions
London Luton Airport —Luton
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Customer service
Technical Specialist, Claude Code
Anthropic —London
- £180,000 - £225,000 a year
- Hybrid work
- Master's degree
- Bachelor's degree
- Travel
- Flexible schedule
Junior Reporting Analyst
AutoProtect Group —Harlow
- £30,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Data analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
2d
Finance Manager, min. 25-35 hrs p/w over 5 days, Hitchin based, £60-85K FTE* (d.o.e)
Ten2Two —Hitchin
- £60,000 - £85,000 a year
- Part-time
- No experience needed
- Project management
- Organisational skills
Quick apply
Graduate/Entry Level Operations Specialist (Financial Advice)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Flexible schedule
Quick apply
Software Engineer
CELA REMIT LIMITED —Harlow
- £38,290 - £54,700 a year
- Full-time
- Hybrid work
- Azure
- Computer Science
- Engineering
- Free parking
- Health & wellbeing programme
Quick apply
7d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply

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Client Services Executive

AFH Financial Group -
Bishop's Stortford

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 Bishop's Stortford 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. We look forward to hearing from you!

Apply Now

Refine Your Search

financial services jobs in much hadham, hrt

Client Services Executive

Client Services Coordinator & Operations

Trainee Mortgage Adviser

Mortgage and Financial Administrator

Finance Assistant

Business Analyst (Energy & Metals Trading)

Accounts Assistant

HR and Recruitment Administrator

Client Accountant

Retail Bureau Manager

Institutional Client Onboarding Analyst

Account Manager, Global Financial Services

Financial Analyst, International Theatrical Finance, International Theatrical Finance

Finance Assistant – Accounts Receivable Concessions

Technical Specialist, Claude Code

Junior Reporting Analyst

Finance Manager, min. 25-35 hrs p/w over 5 days, Hitchin based, £60-85K FTE* (d.o.e)

Graduate/Entry Level Operations Specialist (Financial Advice)

Software Engineer

Associate Financial Advisor - Hybrid

I want to receive the latest job alerts for financial services in much hadham, hrt

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