Client services executive Work, Jobs in Bristol, Eng (with Salaries)

Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Training & development
- Communication skills
- Employee discount
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
Accountant - Client Services & Communications
Whittaker, Gregory & Co Ltd —Chipping Sodbury
- From £38,000 a year
- Full-time
- In-person
Quick apply
8d
Entry-Level Account Executive (HF1353750)
Flourish —Cwmbran
- £35,000 - £45,000 a year
- Full-time
- CRM software
- Computer literacy
- No experience needed
Quick apply
12d
Partnerships & Client Care Coordinator
Stride Treglown —Clifton
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
Business Development Executive
Best.Energy —Bristol
- Up to £43,000 a year
- CRM software
- Driving
- IT
Quick apply
Business Development Executive
Reconomy Connect —Bristol
- Full-time
- Business development
- IT
- Communication skills
- Employee assistance programme
- Referral programme
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Microsoft Office
- Organisational skills
- Front desk
Capture Manager
Leidos —Bristol
- £75,800 - £99,800 a year
- Full-time
- Sales
- Business development
- IT
- Annual leave
- Work from home
Sales Executive. NHS and Justice sector, unique products - small rapidly growing business
Balco Global Limited —Chippenham
- £28,000 - £45,000 a year
- Full-time
- CRM software
- Business development
- Analysis skills
Quick apply
1d
Pensions Associate
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Head of Portfolio Management & Delivery
Foot Anstey LLP —Bristol
- Full-time
- Hybrid work
- PMP
- Agile
- Communication skills
Quick apply
Business Analyst
Network Plus —Bristol
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Contracts
- Agile
Quick apply
Marketing Executive
Howden Group Holdings —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Client Executive Leader – Large & Complex Corporate Clients
Marsh —Bristol
- Full-time
- Management
- Analysis skills
- Leadership
Client Advisor Leader - Large & Complex Corporate Clients
Marsh —Bristol
- Full-time
- Leadership
13d
Sales Executive: Content Distribution and Games Licensing
Aardman —Bristol
- Hybrid work
- Organisational skills
12d
Sales and Marketing Executive
Bristol Photographic Company Limited —Bristol
- £14 - £18 an hour
- Part-time
- Salesforce
- Data analysis skills
- Business development
Quick apply
12d
SEO Executive/ Senior SEO Executive
Walker & Sloan —Bristol
- Up to £35,000 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
Partnerships Manager
Eden Conveyancing —Bristol
- £45,000 - £50,000 a year
- Full-time
- Research
- Business development
- Analysis skills
- Annual leave
Quick apply
6d

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Client Services Supervisor

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Financial Conduct Authority guidelines
Mentoring junior staff
Microsoft Office Suite
Organisational skills
Professional development mentoring
Training & development
Team motivation leadership
Communication skills
Time management

Full job description

Client Services Supervisor

Location: Cardiff Office

Working model: Hybrid Working Model

Contract type: Permanent

Hours: Full-time

Salary: Negotiable DOE

This is a an unique 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.

As our Client Services Supervisor, you will typically:

Lead, support, and motivate a team of Client Service Executives and Client Service Administrators
Oversee allocation of workloads and manage team capacity to ensure efficient service delivery of all administrative and technical support request from our Financial Advisers
Conduct regular team meetings to discuss process change recommendation, issues, and best practices
Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately and on time
Monitor compliance with FCA regulations and internal policies, addressing any risks or breaches
Act as a point of escalation for complex queries from administrators, clients, and financial advisers
Promote and encourage a positive work environment amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered.

What we are looking for in our ideal Client Services Supervisor:

Ability to guide and develop a team effectively by mentoring and upskilling where necessary
Ability to build strong working relationships within a fast-paced environment
Experience in financial services administration, preferably within an IFA firm
An understanding of FCA regulations and compliance requirements
Excellent organisational and time management skills
Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.

Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.

Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

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 bristol, eng

Client Services Supervisor

Executive Assistant

Accountant - Client Services & Communications

Entry-Level Account Executive (HF1353750)

Partnerships & Client Care Coordinator

Business Development Executive

Business Development Executive

Private Banking - Private Banking Executive

Capture Manager

Sales Executive. NHS and Justice sector, unique products - small rapidly growing business

Pensions Associate

Head of Portfolio Management & Delivery

Business Analyst

Marketing Executive

Client Executive Leader – Large & Complex Corporate Clients

Client Advisor Leader - Large & Complex Corporate Clients

Sales Executive: Content Distribution and Games Licensing

Sales and Marketing Executive

SEO Executive/ Senior SEO Executive

Partnerships Manager

I want to receive the latest job alerts for client services executive in bristol, eng

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