Administration executive Work, Jobs in Baldock, Hrt (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Business Information & Reporting Analyst
Network Rail —Milton Keynes
- £35,582 - £43,400 a year
- Full-time
- Analysis skills
- Computer networking
- SharePoint
4d
Faculty Executive Administrator
University of Bedfordshire —Luton
- £27,319 - £31,236 a year
- Part-time
- Microsoft Office
- Administrative experience
- University
- Annual leave
- Gym membership
6d
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
2d
Office Administration
Kickstart Housing —Bedford
- £24,785 - £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Administrative experience
Quick apply
6d
Partner Executive
Worknest Secure —Stevenage
- Hybrid work
- Microsoft Excel
- Sales
- Microsoft Office
- Annual leave
Systems Administrator (Finance & HR)
Bedford Borough Council —Bedford
- £41,771 - £45,091 a year
- Full-time
- English
2d
Sr Client Success Manager
WorkBuzz —Milton Keynes
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
Compliance Administrator
Biogen (UK) Ltd —Milton Ernest
- Up to £28,500 a year
- Full-time
- Travel
- IT
- Time management
Quick apply
Retail Branch & Transfer Manager
WeBuyAnyCar —Hitchin
- £16,920 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
Area Sales Executive
WeBuyAnyCar —Stevenage
- £28,200 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
Contract and Supplier Management Lead
MaPS —Bedford
- £75,000 a year
- Hybrid work
- Contracts
- Agile
- Annual leave
- Employee assistance programme
6d
Assistant Electoral Registration Officer
Bedford Borough Council —Bedford
- £24,413 - £24,796 a year
- Call to connect
- English
- Organisational skills
- Communication skills
3d
Business Centre Executive
Return on Investment Ltd —Milton Keynes
- £24,850 - £25,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
Account Executive
Lloyds Clinical —Harlow
- £30,000 a year
- Remote
- CRM software
- Sales
- Microsoft Office
Quick apply
3d
VP of Finance
Abselion —Cambridge
- £90,000 - £110,000 a year
- ERP systems
- In-person
Digital Marketing Executive
Make Believe Ideas Ltd —Berkhamsted
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health & wellbeing programme
- Annual leave
Quick apply
Assistant to VP Commercial
Mundipharma —Cambridge
- Full-time
- English
- Microsoft Office
- Administrative experience
Office Manager (with Finance Skills)
Iprova —Cambridge
- Full-time
- Hybrid work
- English
- Microsoft Office
- Administrative experience
- Employee stock ownership plan
11d
Senior Team Administrator – Finance Operations & Tax
Aveva —Cambridge
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Office
- Driving
- Annual leave
12d

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administration executive jobs near baldock, hrt

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 baldock, hrt

Client Services Executive

Business Information & Reporting Analyst

Faculty Executive Administrator

CAR DEALERSHIP- Marketing & Administration Executive

Office Administration

Partner Executive

Systems Administrator (Finance & HR)

Sr Client Success Manager

Compliance Administrator

Retail Branch & Transfer Manager

Area Sales Executive

Contract and Supplier Management Lead

Assistant Electoral Registration Officer

Business Centre Executive

Account Executive

VP of Finance

Digital Marketing Executive

Assistant to VP Commercial

Office Manager (with Finance Skills)

Senior Team Administrator – Finance Operations & Tax

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