Administration executive Work, Jobs in Felsted, Ess (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
CAR DEALERSHIP- Marketing & Administration Executive
IMPEX TRADING —Hertford
- £24,420.00 - £40,671.27 a year
- Part-time
- CRM software
- Sales
- Microsoft Office
Quick apply
1d
Pastoral Assistant
Colchester County High School for Girls —Colchester
- £26,143 - £28,368 a year
- Part-time
- Administrative experience
- Bachelor's degree
- First Aid Certification
Quick apply
4d
Crown Court Clerk
HM Courts and Tribunals Service —Basildon
- £29,303 - £31,061 a year
- Full-time
- Presentation skills
- Travel
- Organisational skills
- Annual leave
5d
Business Operations Coordinator
Zexi Ltd —Rayleigh
- £28,000 - £33,000 a year
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
Part -time Pastoral Assistant (Job share)
Colchester County High School for Girls —Colchester
- £15.06 - £16.35 an hour
- Part-time
- Administrative experience
- Bachelor's degree
- First Aid Certification
Quick apply
3d
Personal Assistant
Yeomans —Benfleet
- £12.21 - £19.60 an hour
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Driving
- Flexitime
- Work from home
Quick apply
7d
Multinational Service Specialist
QBE —Chelmsford
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Management
Account Executive
Lloyds Clinical —Harlow
- £30,000 a year
- Remote
- CRM software
- Sales
- Microsoft Office
Quick apply
2d
DVP, Business Manager, Alphasense
AMETEK, Inc. —Braintree
- Management
- Sales
- Master's degree
Marketing and Communications Manager
Heads Talent Group —Woodford Green
- £45,000 a year
- Full-time
- Marketing
- Data analysis skills
- Microsoft Office
Claims Adjuster
QBE —Chelmsford
- Full-time
- Management
- IT
- Communication skills
Retail Branch & Transfer Manager
WeBuyAnyCar —Chelmsford
- £16,920 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
Accounts Executive
Hunt-Rec —Bishop's Stortford
- £33,000 - £37,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Organisational skills
- Free parking
Quick apply
9d
Customer Development Executive
Avidity —Colchester
- £29,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
3d
Customer Development Executive
McCurrach Careers —Colchester
- £29,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
3d
Estate Manager
Bauer Media Outdoor —Chelmsford
- Hybrid work
- Communication skills
- Annual leave
- Life insurance
Quick apply
Apprenticeship Tutor
Essex Partnership University NHS Foundation Trust —Wickford
- £32,073 - £39,043 a year
- Part-time
- Relocation assistance
- Employee discount
8d
MARKETING TECHNOLOGY MGR
Integrated Global Svc —Rayleigh
- £54,000 - £56,000 a year
- Full-time
- Remote
- Sales
- Marketing
- Salesforce
Quick apply
2d
Probate Lawyer - Private Client
Holmes and Hills LLP —Braintree
- Part-time
- Tax experience
- Employee assistance programme
- Life insurance

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Client Services Executive

AFH Financial Group -
Bishop's Stortford

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 Bishop's Stortford 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. We look forward to hearing from you!

Apply Now

Refine Your Search

administration executive jobs in felsted, ess

Client Services Executive

CAR DEALERSHIP- Marketing & Administration Executive

Pastoral Assistant

Crown Court Clerk

Business Operations Coordinator

Part -time Pastoral Assistant (Job share)

Personal Assistant

Multinational Service Specialist

Account Executive

DVP, Business Manager, Alphasense

Marketing and Communications Manager

Claims Adjuster

Retail Branch & Transfer Manager

Accounts Executive

Customer Development Executive

Customer Development Executive

Estate Manager

Apprenticeship Tutor

MARKETING TECHNOLOGY MGR

Probate Lawyer - Private Client

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