Internal communications executive 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
Assistant Manager, Communications Senior Specialist, Global Deloitte Growth
Deloitte —Bristol
- Hybrid work
- Microsoft Powerpoint
- English
- Project management
Communications Executive
apetito —Trowbridge
- Full-time
- Organisational skills
- Free parking
- Employee discount
Client Care Executive
Kidwells Solicitors —Bristol
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
Executive Assistant
DEFC Group —Bristol
- £35,000 - £40,000 a year
- Full-time
- Administrative experience
- QuickBooks
- Organisational skills
- Free parking
- Health & wellbeing programme
Quick apply
3h
Strategic Planning Manager
Welsh Water —Cardiff
- £70,000 a year
- Analysis skills
- No degree
- Communication skills
- Annual leave
- Employee assistance programme
Marketing Executive
Howden Group Holdings —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
2d
Senior Executive Assistant
L3Harris Technologies —Bristol
- Microsoft Office
- Organisational skills
- Communication skills
- Gym membership
7d
Digital Executive
Civic Recruitment Limited —Cardiff
- Full-time
- Hybrid work
- Marketing
- Social media management
- Microsoft Office
Quick apply
Marketing Events Executive
Novuna —Trowbridge
- Up to £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Events Executive
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Hospitality
- Sales
- Organisational skills
Meeting and Events Executive
Hotel Du Vin —Bristol
- £14.30 an hour
- Microsoft Office
- Hotel
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
13d
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Microsoft Office
- Organisational skills
- Front desk
5d
SEO Executive
RAC —Bristol
- Hybrid work
- Communication skills
- Flexible schedule
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Marketing Manager
Clarke Willmott LLP —Bristol
- Management
- Marketing
- Microsoft Office
Project Manager
Office for National Statistics —Newport
- £41,985 a year
- Full-time
- Hybrid work
- Presentation skills
- Agile
7d
Business Analyst
Network Plus —Bristol
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Contracts
- Agile
Quick apply
2d
Internal Sales & Business Development Executive
Olra Recruitment Solutions —Bristol
- £29,000 - £31,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Free parking
Quick apply
2d

I want to receive the latest job alerts for internal communications executive in bristol, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

internal communications executive jobs near bristol, eng

Client Services Executive

AFH Financial Group -
Cardiff

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 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

internal communications executive jobs in bristol, eng

Client Services Executive

Assistant Manager, Communications Senior Specialist, Global Deloitte Growth

Communications Executive

Client Care Executive

Executive Assistant

Strategic Planning Manager

Marketing Executive

Client Services Supervisor

Senior Executive Assistant

Digital Executive

Marketing Events Executive

Events Executive

Meeting and Events Executive

Private Banking - Private Banking Executive

SEO Executive

Sector Client Director - Healthcare

Marketing Manager

Project Manager

Business Analyst

Internal Sales & Business Development Executive

I want to receive the latest job alerts for internal communications executive in bristol, eng

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected