Administration executive Work, Jobs in Henham, Ess (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Sales Marketing and Business Executive £25,000 to £40,000 nr Cambridge SMBE021
Huxley Bertram Engineering Ltd —Cambridge
- £25,000 - £40,000 a year
- Full-time
- CRM software
- Sales
- Microsoft Office
- Health & wellbeing programme
- Annual leave
Quick apply
9d
Executive Assistant
The Princess Alexandra Hospital NHS Trust —Harlow
- £32,073 - £39,043 a year
- Microsoft Powerpoint
- Communication skills
11d
Marketing, Social Media and Administration Executive
Putterills of Hertfordshire —Welwyn Garden City
- £28,000 - £34,000 a year
- Full-time
- Sales
- Social media management
- Driving
Quick apply
3d
Executive Assistant & Brand Coordinator to the Founder
SKINBOSS LTD —Chelmsford
- £15 - £17 an hour
- Part-time
- Hybrid work
- Computer literacy
- Basic maths
- English
- Free parking
- Work from home
Quick apply
Executive Associate
Cyted Health —Cambridge
- £28,000 - £35,000 a year
- Full-time
- Administrative experience
- University
- Leadership
- Life insurance
Office Manager with Finance Skills
Iprova Ltd. —Cambridge
- Full-time
- Hybrid work
- English
- Microsoft Office
- Administrative experience
- Flexitime
- Work from home
Quick apply
3d
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
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
Accounts Executive
Hunt-Rec —Bishop's Stortford
- £33,000 - £37,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Organisational skills
- Free parking
Quick apply
2d
Senior Team Administrator – Finance Operations & Tax
Aveva —Cambridge
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Office
- Driving
- Annual leave
4d
Claims Adjuster
QBE —Chelmsford
- Full-time
- Management
- IT
- Communication skills
7d
Office Manager (with Finance Skills)
Iprova —Cambridge
- Full-time
- Hybrid work
- English
- Microsoft Office
- Administrative experience
- Employee stock ownership plan
3d
Customer Development Executive
Avidity —Enfield
- £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
2d
Customer Development Executive
McCurrach Careers —Enfield
- £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- IT
- Annual leave
- Employee assistance programme
2d
Multinational Service Specialist
QBE —Chelmsford
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Management
Community Administration Assistant
United Synagogue —Chigwell
- £29,700 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
B1 Licensed Engineer
JMC Aviation —Stansted
- Night shift
- Engineering
- Leadership
- Annual leave
- Employee assistance programme
Sr Dir Ops - Medical Communications
Thermo Fisher Scientific —Cambridge
- 8 hour shift
- Management
- Doctoral degree
- Leadership

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administration executive jobs near henham, ess

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 henham, ess

Client Services Executive

Sales Marketing and Business Executive £25,000 to £40,000 nr Cambridge SMBE021

Executive Assistant

Marketing, Social Media and Administration Executive

Executive Assistant & Brand Coordinator to the Founder

Executive Associate

Office Manager with Finance Skills

VP of Finance

Partner Executive

Commercial Administrator & Business Development Executive

Accounts Executive

Senior Team Administrator – Finance Operations & Tax

Claims Adjuster

Office Manager (with Finance Skills)

Customer Development Executive

Customer Development Executive

Multinational Service Specialist

Community Administration Assistant

B1 Licensed Engineer

Sr Dir Ops - Medical Communications

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