Executive support Work, Jobs in Saint Athan, Vgl (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Referral programme
Customer Manager
Network Rail —Cardiff
- £46,701 - £56,963 a year
- Full-time
- Hybrid work
- Travel
- Contracts
- Employee discount
12d
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
Divisional Director - Adult Residential & Supported Living
Swanton Care and Community —Ystrad Mynach
- £80,000 a year
- Hybrid work
- Leadership
- Annual leave
- Employee assistance programme
Case Reviewer (Cardiff)
OFGEM —Cardiff
- £26,694 - £31,853 a year
- Full-time
- Hybrid work
- Presentation skills
- Continuous improvement
- Organisational skills
- Annual leave
- Flexible schedule
9d
Senior Assistant (Executive Assistant), Leadership Support Centre, Central Business Services
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Wellness Experience & Brand Excellence Executive
Sucelyne Beauty & Wellness Ltd. —Cardiff
- £60,000 a year
- Social media management
- Organisational skills
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Human Resource & Office Manager
Mental Health Matters Wales —Bridgend
- £30,000 - £34,500 a year
- Part-time
- Management
- Microsoft Office
- Human resources
- Free parking
- Employee assistance programme
Quick apply
3d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Training & development
- Communication skills
- Employee discount
Aircraft Planning Manager
JMC Aviation —Saint Athan
- Maintenance
- English
- IT
- Annual leave
People Development Assistant
Trivallis —Pontypridd
- £32,296 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
Quick apply
7d
Product Executive
Eakin Healthcare —Cardiff
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Bachelor's degree
- Free parking
- Referral programme
Quick apply
Inside Sales Executive
CEVALogistics —Pontypridd
- Full-time
- Computer literacy
- Business development
- Communication skills
- Annual leave
- Employee discount
13d
Building Materials Supply & Operations Executive
Materiales CPO Building Supplies Ltd. —Cardiff
- £70,000 a year
- Oracle
- Organisational skills
- Communication skills
- Health & wellbeing programme
Quick apply
Events Executive
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Hospitality
- Sales
- Organisational skills
Business Development Executive - Full training provided
Advanced Secure Technologies —Cardiff
- £24,800 - £28,000 a year
- Full-time
- Business development
- Organisational skills
- Communication skills
Quick apply
Senior Communications Executive
Redkite Solicitors —Cardiff
- £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Travel
- Leadership
- Annual leave
- Gym membership
Volkswagen Sales Executive
Sinclair Group —Cardiff
- £20,000 - £49,250 a year
- Customer service
- Free parking
- Annual leave
Marketing & Events Assistant - BD & Marketing
Hugh James —Cardiff
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Hospitality
- Employee assistance programme
- Employee discount
6d
Quality Specialist
Office for National Statistics —Newport
- £34,587 a year
- Part-time
- Hybrid work
- Presentation skills
- Travel
- Communication skills

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executive support jobs near saint athan, vgl

Client Services Executive

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Referral programme

Qualifications

Microsoft Word
Investment
Financial Conduct Authority guidelines
Pension
Client engagement
Stakeholder liaison
GCSE
Microsoft Office Suite
Continuous improvement
Customer relationship management
Relationship management
Financial services
Customer interaction

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

executive support jobs in saint athan, vgl

Client Services Executive

Customer Manager

Senior Communications Executive

Divisional Director - Adult Residential & Supported Living

Case Reviewer (Cardiff)

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

Wellness Experience & Brand Excellence Executive

Human Resource & Office Manager

Client Services Supervisor

Aircraft Planning Manager

People Development Assistant

Product Executive

Inside Sales Executive

Building Materials Supply & Operations Executive

Events Executive

Business Development Executive - Full training provided

Senior Communications Executive

Volkswagen Sales Executive

Marketing & Events Assistant - BD & Marketing

Quality Specialist

I want to receive the latest job alerts for executive support in saint athan, vgl

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