administration executive Work, Jobs in clavering, ess (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Executive Operations Assistant
Kokoro Performance LTD —Royston
- £15 - £30 an hour
- Part-time
- Hybrid work
- Up to 50% travel
- Microsoft Office
- Administrative experience
- Free parking
Quick apply
9d
Executive Secretary
Block Management UK Ltd —Sudbury
- £28,000 - £30,000 a year
- Full-time
- Customer service
- Maintenance
- Administrative experience
- Free parking
Quick apply
2d
Accounts Executive
Hunt-Rec —Bishop's Stortford
- £33,000 - £37,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Organisational skills
- Free parking
Quick apply
5d
VP of Finance
Abselion —Cambridge
- £90,000 - £110,000 a year
- ERP systems
- In-person
Partner Executive
Worknest Secure —Stevenage
- Hybrid work
- Microsoft Excel
- Sales
- Microsoft Office
- Annual leave
Weddings and Social Event Executive
Marriott International, Inc —Watton at Stone
- Full-time
- Sales
- English
- Hotel
- Employee discount
11d
Digital Marketing & Ecommerce Executive / Manager
TYGA Store —Cambridge
- £27,000 - £32,000 a year
- Full-time
- English
- Driving
- IT
- Free parking
- Employee discount
Quick apply
12d
eCommerce Migrations Sales Executive
Worldpay (UK) Limited —Cambridge
- Sales
- Bachelor's degree
Quick apply
Finance, Procurement & Operations Administrator
Aspire 2 Be Ltd - Potters Bar, Hertfordshire & Barnet, north London —Waltham Cross
- £19,200 - £28,800 a year
- Part-time
- Microsoft Office
- Supervising experience
- Maths
- Free parking
Quick apply
4d
Personal Assistant (PA), Clinical
LifeArc —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
10d
Sales Executive
WeBuyAnyCar —Haverhill
- £28,200 - £35,220 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
15h
Administrator (Extended Curriculum)
Hills Road Sixth Form college —Cambridge
- £22,867 a year
- Full-time
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Compliance, People & Business Operations
Cambridge Office Environments Ltd —Cambridge
- £40,000 - £43,000 a year
- Full-time
- Microsoft Powerpoint
- Bachelor's degree
- SharePoint
- Health & wellbeing programme
- Employee discount
Quick apply
Area Sales Executive
WeBuyAnyCar —Stevenage
- £28,200 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
13d
Retail Branch & Transfer Manager
WeBuyAnyCar —Harlow
- £28,200 - £34,120 a year
- Part-time
- Driving
- IT
- Communication skills
Quick apply
DVP, Business Manager, Alphasense
AMETEK, Inc. —Braintree
- Management
- Sales
- Master's degree
5d
Executive Officer (Freehold Property Management)
Chelsea Heritage Limited —Luton
- £24,420 - £35,000 a year
- Part-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Travel
- Work from home
Quick apply
6d
Commercial Administrator & Business Development Executive
Waterman Tree Co. —Hitchin
- From £18,500 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Free parking
Quick apply
19h
Office Manager (Maternity Cover: 12 Months)
Forter —London
- Hybrid work
- Organisational skills
- In-person
- Communication skills
5d

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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 clavering, ess

Client Services Executive

Executive Operations Assistant

Executive Secretary

Accounts Executive

VP of Finance

Partner Executive

Weddings and Social Event Executive

Digital Marketing & Ecommerce Executive / Manager

eCommerce Migrations Sales Executive

Finance, Procurement & Operations Administrator

Personal Assistant (PA), Clinical

Sales Executive

Administrator (Extended Curriculum)

Compliance, People & Business Operations

Area Sales Executive

Retail Branch & Transfer Manager

DVP, Business Manager, Alphasense

Executive Officer (Freehold Property Management)

Commercial Administrator & Business Development Executive

Office Manager (Maternity Cover: 12 Months)

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