Executive support 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
Account Executive
ClearCourse —Bristol
- £40,000 - £45,000 a year
- Full-time
- Remote
- Hospitality
- Sales
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
Executive Support Coordinator
University of the West of England —Frenchay
- £31,236 - £34,610 a year
- Temporary
- Administrative experience
- University
- Human resources
- Annual leave
- Work from home
10d
Administrator
Fortem Expo —Bristol
- £21,000 - £27,000 a year
- Full-time
- Hospitality
- No degree
- Accounting
- Gym membership
Quick apply
4d
Complaints and Governance Officer
Brunelcare —Bristol
- £31,406.53 - £38,870.37 a year
- Full-time
- Customer service
- Analysis skills
- Organisational skills
- Annual leave
- Employee assistance programme
Director, Cyber Transformation
Deloitte —Bristol
- Hybrid work
- Azure
- Computer Science
- PMP
Customer Experience Executive
TrueStart Coffee —Bristol
- £28,000 - £35,000 a year
- Full-time
- Customer service
- English
- IT
- Employee stock ownership plan
Quick apply
3d
Information Management Officer
Planning Inspectorate —Bristol
- £37,579 a year
- Part-time
- Hybrid work
- Presentation skills
- SharePoint
- Communication skills
- Annual leave
- Flexible schedule
13d
Mayoral Support Officer
West of England Combined Authorities —Bristol
- £34,434 - £37,280 a year
- Full-time
- Hybrid work
- Annual leave
10d
Head of Operations
ASDAN —Bristol
- £47,500 - £54,750 a year
- Full-time
- Hybrid work
- Management
- Supervising experience
- In-person
- Sick pay
Quick apply
11d
Client Care Executive
Kidwells Solicitors —Bristol
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
13d
Commercial Support Executive - Landing Gear
Executive Jet Support Ltd —Chippenham
- Up to £35,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- AWS
- Free parking
- Employee assistance programme
Quick apply
Chief Education Strategy Officer
Escuela RSM Professional Learning Ltd. —Bristol
- £115,000 - £158,000 a year
- Full-time
- Master's degree
- Education
- Bachelor's degree
- Health & wellbeing programme
- Language training provided
Quick apply
ICC Wales - Marketing Executive
The Celtic Collection —Newport
- Full-time
- Organisational skills
- Free parking
- Employee discount
Head of Strategy
Ecosurety —Bristol
- £80,000 - £100,000 a year
- 8 hour shift
- Hybrid work
- Continuous improvement
- Annual leave
- Employee discount
Quick apply
Freedom to Speak Up Guardian
Sirona care & health CIC —Bristol
- Part-time
- Annual leave
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 Executive
Howden Group Holdings —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Infant and Junior Admissions Executive
Bristol Grammar School —Bristol
- £26,700 - £32,600 a year
- Full-time
- Sales
- IT
- School
- Annual leave
SEO Executive
RAC —Bristol
- Hybrid work
- Communication skills
- Flexible schedule

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executive support jobs near bristol, eng

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

executive support jobs in bristol, eng

Client Services Executive

Account Executive

Executive Support Coordinator

Administrator

Complaints and Governance Officer

Director, Cyber Transformation

Customer Experience Executive

Information Management Officer

Mayoral Support Officer

Head of Operations

Client Care Executive

Commercial Support Executive - Landing Gear

Chief Education Strategy Officer

ICC Wales - Marketing Executive

Head of Strategy

Freedom to Speak Up Guardian

Executive Administrator

Marketing Executive

Infant and Junior Admissions Executive

SEO Executive

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