Probation service Work, Jobs in Saint Mellons, Crf (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Support Worker - Young People - Cardiff
TIFA Life —Cardiff
- £13.45 - £14.00 an hour
- Part-time
- Childcare
- English
- Working with children
- Referral programme
Quick apply
7d
Independent Domestic Violence Adviser (IDVA)
Safer Merthyr Tydfil —Merthyr Tydfil
- £25,654 - £26,552 a year
- Full-time
- Hybrid work
- In-person
- Flexitime
- Flexible schedule
Quick apply
11d
Part-Time Supervising Social Worker (4 days per week)
Compass Fostering —Cardiff
- £27,726 - £42,658 a year
- Full-time
- IT
- Employee discount
Work-Based Learning Assessor
Safe and Secure Training —Cardiff
- £29,000 - £32,000 a year
- 8 hour shift
- Education
- In-person
- Free parking
- Flexible schedule
Quick apply
Human Resources Advisor
PHSGroup —Caerphilly
- Monday to Friday
- Hybrid work
- Management
- Sales
- Travel
- Free parking
- Employee discount
19h
Triathlon Coach (Junior Courses)
GLL —Cardiff
- £13.45 an hour
- Part-time
- Customer service
- First Aid Certification
Trainer
M&D Care —Hirwaun
- £30,900 - £36,050 a year
- Full-time
- Travel
- Referral programme
Quick apply
6d
PBS - PBS Practitioner Level 5
M&D Care —Hirwaun
- £30,900 - £36,050 a year
- Full-time
- Nursing
- Applied behaviour analysis
- Psychology
- Annual leave
- Referral programme
Quick apply
Sales Colleague
Currys —Caerphilly
- £12.71 - £13.01 an hour
- Part-time
- Sales
- Annual leave
- Employee discount
Housing Advice Officer
Civic Recruitment Limited —Cardiff
- Full-time
- Analysis skills
- Data entry
- Organisational skills
Quick apply
13d
Probation Officer - Cwm Taf Morgannwg
HM Prison & Probation Service —Bridgend
- £30,001 - £50,000 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Bachelor's degree
- Annual leave
- Employee discount
Shift Manager - Newport
Oak Furnitureland —Newport
- £27,040 a year
- Full-time
- Time management
- Free parking
- Employee assistance programme
Mortgage Underwriter
GoBear Loans —Cardiff
- £30,000 - £55,000 a year
- Full-time
- Hybrid work
- Basic maths
- Maths
- Organisational skills
- Free parking
- Annual leave
Quick apply
7d
Young People's Supported Housing Manager
BRC Jobs —Bridgend
- £28,683 a year
- Full-time
- Management
- Organisational skills
- Leadership
- Annual leave
Quick apply
Young Persons Support Worker
Focus Futures UK —Bristol
- £14.25 an hour
- Part-time
- Care experience
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Healthy Relationships Youth Project Worker
Cardiff YMCA Housing Association —Cardiff
- From £27,670.50 a year
- Weekend availability
- Working with children
- Mentoring
- Organisational skills
- Free parking
- Store discount
Quick apply
Branch Assistant
MS-Group Limited —Caerphilly
- £12.71 an hour
- Part-time
Quick apply
12d
Housing support worker - Newport
Nacro —Newport
- £26,807 - £27,807 a year
- Call to connect
- Microsoft Outlook
- Travel
- Organisational skills
Quick apply
12d
Occupational Health & Safety and Facilities Assistant
Bart Ingredients Co Ltd —Bristol
- Up to £32,000 a year
- Full-time
- Maintenance
- Travel
- Free parking
- Bereavement leave
Quick apply
13d

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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

probation service jobs in saint mellons, crf

Client Services Executive

Support Worker - Young People - Cardiff

Independent Domestic Violence Adviser (IDVA)

Part-Time Supervising Social Worker (4 days per week)

Work-Based Learning Assessor

Human Resources Advisor

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Trainer

PBS - PBS Practitioner Level 5

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Housing Advice Officer

Probation Officer - Cwm Taf Morgannwg

Shift Manager - Newport

Mortgage Underwriter

Young People's Supported Housing Manager

Young Persons Support Worker

Healthy Relationships Youth Project Worker

Branch Assistant

Housing support worker - Newport

Occupational Health & Safety and Facilities Assistant

I want to receive the latest job alerts for probation service in saint mellons, crf

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