Client services executive Work, Jobs in Cwmbran, Mon (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Business Development Executive
Convey Law —Newport
- £50,000 - £60,000 a year
- Hybrid work
- Sales
- Business development
- Travel
- Annual leave
- Sick pay
Quick apply
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
20h
Events Executive
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Hospitality
- Sales
- Organisational skills
Sales Executive
WeBuyAnyCar —Pontypool
- £28,200 - £35,220 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
Development Officer
First Choice Housing Association —Cardiff
- £39,315 - £45,030 a year
- Full-time
- Hybrid work
- Management
- Project management
- Construction
- Free parking
- Health & wellbeing programme
Quick apply
6d
Sales Development Executive
CPM UK —Newport
- £28,000 a year
- Full-time
- Sales
- Merchandising
- Communication skills
Quick apply
Business Development Executive
GDS Group —Bristol
- £40,000 - £55,000 a year
- Full-time
- Sales
- Presentation skills
- Team management
Quick apply
Events Executive - Wedding Specialist
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Communication skills
- Resort
Executive, Sales
AirAsia —Newport
- Full-time
Commercial Development Executive
Howden Group Holdings —Cardiff
- Full-time
- Hybrid work
- Employee assistance programme
- Employee discount
Customer Account Executive
Reconomy Connect —Bristol
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Referral programme
Audit Manager
NHS Wales Shared Services Partnership —Cardiff
- £50,129 - £57,365 a year
- Full-time
- English
5d
Senior Account Executive - New Business
FlyForm —Cardiff
- £80,000 - £100,000 a year
12d
Marketing Executive
iCoTech Services —Cardiff
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Bachelor's degree
- Communication skills
Quick apply
5h
Pathology Governance Manager
Aneurin Bevan University Health Board —Newport
- £58,379 - £65,723 a year
- Full-time
- English
- Analysis skills
- Presentation skills
- Paid training
9d
Social Media Junior Account Executive
So.Social Media —Monmouth
- £15,862.08 a year
- Part-time
- Hybrid work
- Social media management
- Customer service
- In-person
- Free parking
Quick apply
Senior Assistant, Global Strategic Insights Center
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Executive Assistant, Leadership Support Centre, Central Business Services
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Marketing Executive
Howden Group Holdings —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
5d

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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

client services executive jobs in cwmbran, mon

Client Services Executive

Business Development Executive

Client Services Supervisor

Events Executive

Sales Executive

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Sales Development Executive

Business Development Executive

Events Executive - Wedding Specialist

Executive, Sales

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Customer Account Executive

Audit Manager

Senior Account Executive - New Business

Marketing Executive

Pathology Governance Manager

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Senior Assistant, Global Strategic Insights Center

Executive Assistant, Leadership Support Centre, Central Business Services

Marketing Executive

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