Executive support Work, Jobs in Blagdon, Som (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Translator
HM Revenue and Customs —Cardiff
- £31,096 - £33,270 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Travel
- Work from home
Data Protection Monitoring & Compliance Analyst
OFGEM —Cardiff
- £35,232 - £48,561 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Communication skills
- Annual leave
- Flexible schedule
Executive Assistant
International Baccalaureate —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
8d
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
2d
Account Executive
ClearCourse —Bristol
- £40,000 - £45,000 a year
- Full-time
- Remote
- Hospitality
- Sales
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
Higher Research Officer; Equality and Human Rights
Welsh Parliament —Cardiff
- £38,930 - £46,445 a year
- Full-time
- Presentation skills
- Communication skills
9d
ICC Wales - Marketing Executive
The Celtic Collection —Newport
- Full-time
- Organisational skills
- Free parking
- Employee discount
Adjusting Executive
Sedgwick —Cardiff
- Full-time
- Communication skills
- Employee assistance programme
- Employee discount
Data Protection Monitoring & Compliance Analyst (FTC)
OFGEM —Cardiff
- £35,232 - £48,561 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Communication skills
- Annual leave
- Flexible schedule
Customer Experience & Operations Executive
Boyce Group —Newport
- Up to £28,000 a year
- Part-time
- Microsoft Word
- Hospitality
- Microsoft Outlook
Quick apply
12d
Head of Operations
ASDAN —Bristol
- £47,500 - £54,750 a year
- Full-time
- Hybrid work
- Management
- Supervising experience
- In-person
- Sick pay
Quick apply
11d
IT Service Delivery Manager
ARO —Cardiff
- £50,000 - £58,000 a year
- Full-time
- Hybrid work
- Customer service
- IT
- Communication skills
- Employee assistance programme
Quick apply
Sales Executive
Sytner Group —Cardiff
- £20,000 - £44,380 a year
- Weekend availability
- Sales
- Customer service
- Employee discount
Administrator
Fortem Expo —Bristol
- £21,000 - £27,000 a year
- Full-time
- Hospitality
- No degree
- Accounting
- Gym membership
Quick apply
4d
Senior Assistant (Executive Assistant), Leadership Support Centre, Central Business Services
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Information Management Officer
Planning Inspectorate —Bristol
- £37,579 a year
- Part-time
- Hybrid work
- Presentation skills
- SharePoint
- Communication skills
- Annual leave
- Flexible schedule
13d
Executive Support Coordinator
University of the West of England —Frenchay
- £31,236 - £34,610 a year
- Temporary
- Administrative experience
- University
- Human resources
- Annual leave
- Work from home
10d
Events Executive
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Hospitality
- Sales
- Organisational skills
Print Project Coordinator
3 Sixty Ltd —Cardiff
- £26,000 - £32,000 a year
- Full-time
- Organisational skills
- In-person
- Leadership
- Free parking
Quick apply
4d

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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

executive support jobs in blagdon, som

Client Services Executive

Translator

Data Protection Monitoring & Compliance Analyst

Executive Assistant

Office Manager

Account Executive

Higher Research Officer; Equality and Human Rights

ICC Wales - Marketing Executive

Adjusting Executive

Data Protection Monitoring & Compliance Analyst (FTC)

Customer Experience & Operations Executive

Head of Operations

IT Service Delivery Manager

Sales Executive

Administrator

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

Information Management Officer

Executive Support Coordinator

Events Executive

Print Project Coordinator

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