Client services Work, Jobs in Pontcanna, Crf (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Referral programme
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Employee discount
Exhibition Stand Builder & Production/Warehouse Operative
Creative Spaces Design Ltd —Cardiff
- £30,000 - £32,000 a year
- Overtime
- Hybrid work
- Assembly
- Travel
- Organisational skills
- Free parking
- Annual leave
Quick apply
Telephone Answering Receptionist
Answermyphone.biz —Whitchurch
- £12.71 an hour
- Part-time
- Sales
- Front desk
- In-person
- Free parking
Quick apply
14d
Visa Documentation Agent
TLScontact UK —Cardiff
- £26,436 a year
- Full-time
- Microsoft Word
- Administrative experience
- In-person
- Health & wellbeing programme
- Referral programme
Quick apply
1d
Trainee Analyst - Food & Agriculture Laboratory
Minton, Treharne and Davies —Cardiff
- Up to £24,784.50 a year
- Full-time
- Bachelor's degree
- In-person
- Communication skills
Quick apply
Legal Assistant (Residential Property)
Howells Legal Limited —Cardiff
- Full-time
- Customer service
- Word processing
- Microsoft Office
- Annual leave
- Referral programme
Quick apply
Cleaner (part-time)
Padium —Cardiff
- £13 an hour
- Part-time
- Customer service
- English
- Supervising experience
- Flexible schedule
Quick apply
1d
Sales Representative
ADS INTERNATIONAL —Cardiff
- Part-time
- Sales
- Customer service
- No experience needed
- Flexible schedule
- Referral programme
Quick apply
7d
Young Persons Support Worker
BRC Jobs —Cardiff
- Full-time
- Organisational skills
- Communication skills
Quick apply
VacancyTitle: Resident Services Associate
Grainger plc —Cardiff
- Full-time
- Remote
- Customer service
- Annual leave
Receptionist
VINCI Facilities UK —Cardiff
- Part-time
- Computer literacy
- English
- Computer skills
- Annual leave
- Employee discount
Sales Representative
AG marketing —Cardiff
- Sales
- Customer service
- No experience needed
- Flexitime
- Flexible schedule
Quick apply
5d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Supervising experience
- Team management
- Organisational skills
- Employee discount
Debt Caseworker
Cardiff and Vale Citizens Advice —Barry
- £28,642 - £31,803 a year
- Full-time
- Computer skills
- Financial services
- In-person
- Annual leave
- Employee discount
Quick apply
7d
Operations and customer service coordinator
Direct Storage —Cardiff
- From £13 an hour
- Part-time
- Computer literacy
- Administrative experience
- Computer skills
Quick apply
6d
External Engagement, Events and Conferencing Co-ordinator
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Weekend availability
- University
- Organisational skills
- Communication skills
- Annual leave
Parts Advisor
White Dove Garages Ltd —Cardiff
- £28,500 - £30,000 a year
- Full-time
- Computer literacy
- In-person
- Communication skills
- Annual leave
- Employee discount
Quick apply
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Senior Resource Coordinator
Wilmington plc —Cardiff
- £32,200 a year
- Full-time
- Hybrid work
- CRM software
- Continuous improvement
- Recruiting
- Annual leave
- Employee discount
11d

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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
Investment
Financial Conduct Authority guidelines
Pension
Client engagement
Stakeholder liaison
GCSE
Microsoft Office Suite
Continuous improvement
Customer relationship management
Relationship management
Financial services
Customer interaction

Full job description

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!

Apply Now

Refine Your Search

client services jobs in pontcanna, crf

Client Services Executive

Client Services Administrator

Exhibition Stand Builder & Production/Warehouse Operative

Telephone Answering Receptionist

Visa Documentation Agent

Trainee Analyst - Food & Agriculture Laboratory

Legal Assistant (Residential Property)

Cleaner (part-time)

Sales Representative

Young Persons Support Worker

VacancyTitle: Resident Services Associate

Receptionist

Sales Representative

Client Services Manager

Debt Caseworker

Operations and customer service coordinator

External Engagement, Events and Conferencing Co-ordinator

Parts Advisor

Travel Sales Consultant

Senior Resource Coordinator

I want to receive the latest job alerts for client services in pontcanna, crf

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