Internal communications executive Work, Jobs in Chelmsford (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Business Development Executive
Phoenix Medical Group Ltd. —Chelmsford
- From £28,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Free parking
- Employee discount
Quick apply
Multinational Service Specialist
QBE —Chelmsford
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Management
Personal Assistant to Director
TGS —Harlow
- £24,420.00 - £41,154.29 a year
- Full-time
- CRM software
- Microsoft Excel
- Sales
- Free parking
- Sick pay
Quick apply
14d
Multinational Service Team Leader
QBE —Chelmsford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
8d
Retail Sales Advisor - Chelmsford
Oak Furnitureland —Chelmsford
- £41,000 - £44,000 a year
- Full-time
- Sales
- Retail sales
- Free parking
- Employee assistance programme
Product Content and Data Assistant
RGH‑Global Limited —Basildon
- £12.71 an hour
- Temporary
- Microsoft Excel
- ERP systems
- Administrative experience
Executive Secretary
Block Management UK Ltd —Sudbury
- £28,000 - £30,000 a year
- Full-time
- Customer service
- Maintenance
- Administrative experience
- Free parking
Quick apply
Senior Marketing Executive
Bearingnet Limited —Much Hadham
- £40,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
Marketing, Business Development & Operations Coordinator
Zexi Ltd —Rayleigh
- From £28,000 a year
- Full-time
- In-person
- Marketing
- Free parking
Quick apply
Website and Content Executive
Local Hospice Lottery —Thaxted
- £36,318 a year
- Full-time
- Hybrid work
- Marketing
- Data analysis skills
- Microsoft Office
- Annual leave
- Flexitime
Quick apply
Marketing Executive - London/ Essex
Arc —Basildon
- Hybrid work
- Customer service
- Salesforce
- Travel
Executive Assistant
Carers FIRST —Medway
- £27,772 - £33,944 a year
- Full-time
- Administrative experience
- Organisational skills
- Annual leave
- Employee assistance programme
Paid Media Executive
Blake Mark Productions —Chelmsford
- £25,000 - £35,000 a year
- Part-time
- Hybrid work
- Organisational skills
- Communication skills
- Health & wellbeing programme
- Work from home
Quick apply
14d
Internal Sales Executive
SIG Plc —Rainham
- Sales
- IT
- Communication skills
- Employee discount
- Life insurance
Senior Sales Development Executive – Housing
Gallagher —Chelmsford
- Remote
- Business development
- Communication skills
- Employee stock purchase plan
- Life insurance
Marketing Executive
Kench Consultants Ltd —Rochester
- £24,420 - £26,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Business Development Executive / UK
Arca Trade Group —Basildon
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Trainee Sales Executive
Dachser —Dartford
- Full-time
- In-person
- Communication skills
- Negotiation
- Free parking
- Annual leave
Quick apply
9d
Customer Experience Executive
Ligentia —Romford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

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internal communications executive jobs near chelmsford

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

internal communications executive jobs in chelmsford

Client Services Executive

Business Development Executive

Multinational Service Specialist

Personal Assistant to Director

Multinational Service Team Leader

Retail Sales Advisor - Chelmsford

Product Content and Data Assistant

Executive Secretary

Senior Marketing Executive

Marketing, Business Development & Operations Coordinator

Website and Content Executive

Marketing Executive - London/ Essex

Executive Assistant

Paid Media Executive

Internal Sales Executive

Senior Sales Development Executive – Housing

Marketing Executive

Business Development Executive / UK

Trainee Sales Executive

Customer Experience Executive

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