Financial adviser Work, Jobs in Cardiff (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Sales Insurance Adviser
Usay Compare —Cardiff
- £35,000 a year
- Financial services
- Communication skills
- Annual leave
- Employee discount
Quick apply
9d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
21h
Business Assurance Manager
Legal & General Investment Management —Cardiff
- Financial services
- Communication skills
- Employee discount
6d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
3d
Second Charge Mortgage Adviser (CeMAP Qualified – Full Training Provided)
OneDome —Cardiff
- £60,000 - £80,000 a year
- Full-time
- Hybrid work
- Customer service
- Communication skills
Quick apply
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
Agency Appointments Manager
Legal & General Investment Management —Cardiff
- Financial services
- Communication skills
- Employee discount
Agency Appointments Manager
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Appointment Setter
Evans Legacy Planning —Cardiff
- £24,420 - £26,000 a year
- Full-time
- Hybrid work
- Sales
- Organisational skills
- Financial services
- Work from home
Quick apply
9d
Business Assurance Manager
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
6d
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Mid Markets Relationship Director
Lloyds Banking Group —Cardiff
- From £100,105 a year
- Full-time
- Hybrid work
- Communication skills
- Banking
- Negotiation
7d
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
10d
Independent Domestic Violence Adviser (IDVA)
BRC Jobs —Bridgend
- £17.46 an hour
- Full-time
- Communication skills
- Annual leave
Quick apply
8d
Call Center Agent
Red Ruby Financial Ltd. —Cowbridge
- £24,420.00 - £50,106.51 a year
- Full-time
- CRM software
- Sales
- Customer service
- Free parking
- Paid training
Quick apply
Business Tax Manager
Menzies LLP —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Accounting
- IT
Property Moving Assistant
OneDome —Cardiff
- Full-time
- Sales
- Customer service
- Communication skills
Quick apply
Apprentice Customer Support Advisor
Torfaen County Borough Council —Torfaen
- Customer service
- English
- Communication skills

I want to receive the latest job alerts for financial adviser in cardiff

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

financial adviser jobs in cardiff

Client Services Executive

Sales Insurance Adviser

Client Services Manager

Administrator

Business Assurance Manager

Client Services Supervisor

Second Charge Mortgage Adviser (CeMAP Qualified – Full Training Provided)

Financial Services (IFA) Administrator

Agency Appointments Manager

Agency Appointments Manager

Appointment Setter

Business Assurance Manager

Financial Planning Administrator - 12-month FTC

Mid Markets Relationship Director

Trainee Paraplanner

Independent Domestic Violence Adviser (IDVA)

Call Center Agent

Business Tax Manager

Property Moving Assistant

Apprentice Customer Support Advisor

I want to receive the latest job alerts for financial adviser in cardiff

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected