Liaison 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
Resident Liaison Officer
Mears Group —Cambridge
- Up to £29,856.80 a year
- Monday to Friday
- Organisational skills
- Communication skills
- Time management
- Annual leave
- Employee discount
Branch Liaison Administrator
Fortus UK —Letchworth
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Quick apply
14d
GCP Communications Manager
Cambridgeshire County Council —Cambridge
- £46,956 - £50,157 a year
- Hybrid work
- Annual leave
- Employee discount
12d
Junior Beta Liaison
inMusic —Cambridge
- Full-time
- Hybrid work
- Hospitality
- Microsoft Office
- Software development
- Annual leave
- Employee assistance programme
Quick apply
Management Associate Commercial
Mundipharma —Cambridge
- Full-time
- Microsoft Excel
- Doctoral degree
- Master's degree
Rope Access Project Supervisor
Avalon Pro Group Ltd —Brentwood
- £35,000 - £45,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
9d
HMP Highpoint - Caseworker - Prison Offender Manager
Ministry of Justice —Haverhill
- £30,001 - £40,000 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- Case management
- Annual leave
13d
Practice Tutor Assessor - Regional Training Team - East of England
HM Prison & Probation Service —Cambridge
- £30,001 - £50,000 a year
- Part-time
- Hybrid work
- Presentation skills
- Travel
- Organisational skills
- Annual leave
- Employee discount
13d
Deputy Head of Campus Experience
Oaklands College —Welwyn Garden City
- £34,640 - £37,860 a year
- Management
- Customer service
- Microsoft Office
- Annual leave
- Employee discount
19h
Client Liaison Manager
Avery Healthcare —Hatfield
- £37,000 - £40,000 a year
- Sales
Quick apply
Portfolio Manager
Motability Foundation —Harlow
- £50,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Office
- Free parking
- Annual leave
Quick apply
Business Development Liaison Manager
Reed In Partnership —Stevenage
- £31,500 - £36,500 a year
- Full-time
- Presentation skills
- Travel
- Annual leave
- Flexible schedule
Project & Sales Coordinator
T Nevill & Co Ltd —Stevenage
- £29,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- Organisational skills
- Free parking
Quick apply
14d
Delivery Station Liaison Agent
Amazon UK Services Ltd. —Enfield
- Full-time
- Customer service
- English
- Administrative experience
Substance Misuse Recovery Worker-Homelessness
North London NHS Foundation Trust —Enfield
- £36,943 - £44,900 a year
- Full-time
- Care plans
- Annual leave
10d
House Parent
Oxford Summer Courses —Cambridge
- £725.00 - £812.51 a week
- Full-time
- Communication skills
- School
- Paid training
- Annual leave
Quick apply
Build and Release Manager
Gallagher Bassett —Chelmsford
- Remote
- Azure
- Project management
- Agile
- Employee stock purchase plan
- Life insurance
Office and QA Administrator
Oxbury Chartered Surveyors —Chelmsford
- £26,000 - £30,000 a year
- Part-time
- English
- Microsoft Office
- Administrative experience
- Free parking
- Store discount
Quick apply
1d
Counsellor Practitioner - Neonatal Intensive Care
Cambridgeshire and Peterborough NHS Foundation Trust —Cambridge
- £39,959 - £48,117 a year
- Part-time
- Communication skills
13d

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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

liaison jobs in henham, ess

Client Services Executive

Resident Liaison Officer

Branch Liaison Administrator

GCP Communications Manager

Junior Beta Liaison

Management Associate Commercial

Rope Access Project Supervisor

HMP Highpoint - Caseworker - Prison Offender Manager

Practice Tutor Assessor - Regional Training Team - East of England

Deputy Head of Campus Experience

Client Liaison Manager

Portfolio Manager

Business Development Liaison Manager

Project & Sales Coordinator

Delivery Station Liaison Agent

Substance Misuse Recovery Worker-Homelessness

House Parent

Build and Release Manager

Office and QA Administrator

Counsellor Practitioner - Neonatal Intensive Care

I want to receive the latest job alerts for liaison in henham, ess

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