Client services executive Work, Jobs in Cardiff, Wls (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Senior Communications Executive
Redkite Law —Cardiff
- £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Travel
- Leadership
- Annual leave
- Gym membership
Quick apply
11d
Analyst, Quality Risk and Security Services
Deloitte —Cardiff
- Hybrid work
- Customer service
- No experience needed
- Microsoft Office
Senior Assistant (Executive Assistant), Leadership Support Centre, Central Business Services
Deloitte —Cardiff
- 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
Client Service Executive – Insurance
WTW —Cardiff
- Full-time
- Hybrid work
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
Senior Communications Executive
Redkite Solicitors —Cardiff
- £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Travel
- Leadership
- Annual leave
- Gym membership
12d
Commercial Development Executive
Howden Group Holdings —Cardiff
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Marketing Communications Executive
Energy Saving Trust —Cardiff
- £28,000 - £30,000 a year
- Temporary
- Remote
- Communication skills
- Work from home
11d
Events Executive
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Hospitality
- Sales
- Organisational skills
Entry-Level Account Executive (HF1353750)
Flourish —Cwmbran
- £35,000 - £45,000 a year
- Full-time
- Hospitality
- Sales
- Customer service
Quick apply
5d
New Business Executive (South West)
BCA —Bristol
- £30,000 - £34,500 a year
- Monday to Friday
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
Quick apply
Marketing & Events Assistant - BD & Marketing
Hugh James —Cardiff
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Hospitality
- Employee assistance programme
- Employee discount
1d
Business Development Executive
SmartSearch —Cardiff
- Full-time
- Sales
- Communication skills
- Employee assistance programme
Quick apply
Insurance Portfolio & Client Solutions Executive
Paramount Insurance Services Ltd. —Cardiff
- £70,000 a year
- Full-time
- Bilingual
- Spanish
- English
- Flexitime
Quick apply
10d
Sales Executive
WeBuyAnyCar —Cardiff
- £28,200 - £35,220 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
Sales Executive
Atlantic Recycling —Cardiff
- From £32,000 a year
- Full-time
- Sales
- Microsoft Office
- Business development
Quick apply
Account Executive
Grasshopper Communications —Cardiff
- £24,242 a year
- Weekend availability
- Hybrid work
- Bilingual
- Research
- Project management
- Flexitime
- Work from home
Quick apply
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
Associate Consultant, Financial Advisory
Teneo —Cardiff
- Microsoft Excel
- Microsoft Outlook
- Organisational skills
- Annual leave

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client services executive jobs near cardiff, wls

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)

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 executive jobs in cardiff, wls

Client Services Executive

Senior Communications Executive

Analyst, Quality Risk and Security Services

Senior Assistant (Executive Assistant), Leadership Support Centre, Central Business Services

Client Services Supervisor

Client Service Executive – Insurance

Senior Communications Executive

Commercial Development Executive

Marketing Communications Executive

Events Executive

Entry-Level Account Executive (HF1353750)

New Business Executive (South West)

Marketing & Events Assistant - BD & Marketing

Business Development Executive

Insurance Portfolio & Client Solutions Executive

Sales Executive

Sales Executive

Account Executive

Office Manager

Associate Consultant, Financial Advisory

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