Investment 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
Account Executive
ClearCourse —Bristol
- £40,000 - £45,000 a year
- Full-time
- Remote
- Hospitality
- Sales
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
Non-Executive Director
Brighter Places —Bristol
- £4,463 a year
- Part-time
- Hybrid work
- Bachelor's degree
- IT
Quick apply
1d
Strategic Planning Manager
Welsh Water —Cardiff
- £70,000 a year
- Analysis skills
- No degree
- Communication skills
- Annual leave
- Employee assistance programme
Digital Executive
Civic Recruitment Limited —Cardiff
- Full-time
- Hybrid work
- Marketing
- Social media management
- Microsoft Office
Quick apply
Private Wealth Legal Executive
Osborne Clarke —Bristol
- Full-time
- Microsoft Outlook
- Administrative experience
Director of IT Delivery
University of Bristol —Bristol
- £82,955 - £110,045 a year
- Part-time
- Agile
- Annual leave
9d
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Enterprise Architect
Amentum —Bristol
- Full-time
- Azure
- AWS
- Analysis skills
- Employee assistance programme
Corporate Receptionist
JLL —Bristol
- Full-time
- Microsoft Outlook
- Computer literacy
- Microsoft Office
Principal Consultant in Product Lifecycle Management - Aerospace & Defence
PA Consulting —Bristol
- Full-time
- Hybrid work
- Sales
- Engineering
- Leadership
- Annual leave
Quick apply
Residential Property Senior Associate
Enable —Bristol
- £65,000 - £80,000 a year
- Full-time
- Hybrid work
- Supervising experience
- Bachelor's degree
- Mentoring
Quick apply
9d
Senior Revenue Growth Manager
YeoValley —Blagdon
- £68,000 - £73,000 a year
- Monday to Friday
- Hybrid work
- Management
- Leadership
- Communication skills
Quick apply
6d
AI Product Manager
BGBx —Bristol
- £50,000 - £60,000 a year
- Remote
- Master's degree
- Product management
- Agile
- Annual leave
- Life insurance
Quick apply
Private Banker (Bristol)
Arbuthnot Latham —Bristol
- Microsoft Office
- Business development
- Financial services
Digital Marketing Executive
Jane Clayton & Company Retail Ltd —Bristol
- Overtime
- Hybrid work
- Social media management
- Annual leave
- Flexitime
Quick apply
1d
Golf & Events Executive (Full Time)
Delta Hotels by Marriott St Pierre Country Club —Chepstow
- Full-time
- Sales
- Hotel
- IT
- Employee assistance programme
- Employee discount
Quick apply
Customer Service Executive
V12 Retail Finance —Cardiff
- £25,000 a year
- Hybrid work
- In-person
- Free parking
- Annual leave
Client Executive Leader – Large & Complex Corporate Clients
Marsh —Bristol
- Full-time
- Management
- Analysis skills
- Leadership
9d
Associate Director - Project Controls & Performance
Turner & Townsend —Bristol
- Full-time
- Hybrid work
- Oracle
- Computer literacy
- Microsoft Office
Quick apply

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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
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

investment executive jobs in bristol, eng

Client Services Executive

Account Executive

Non-Executive Director

Strategic Planning Manager

Digital Executive

Private Wealth Legal Executive

Director of IT Delivery

Sector Client Director - Healthcare

Enterprise Architect

Corporate Receptionist

Principal Consultant in Product Lifecycle Management - Aerospace & Defence

Residential Property Senior Associate

Senior Revenue Growth Manager

AI Product Manager

Private Banker (Bristol)

Digital Marketing Executive

Golf & Events Executive (Full Time)

Customer Service Executive

Client Executive Leader – Large & Complex Corporate Clients

Associate Director - Project Controls & Performance

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