Business support Work, Jobs in Marshfield, Nwp (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Business Analyst
Advanced Secure Technologies —Saint Mellons
- £40,000 - £45,000 a year
- Full-time
- Azure
- Data analysis skills
- Project management
- Free parking
Quick apply
Assessment Officer
Sopra Steria —Newport
- £27,781 - £29,798 a year
- Hybrid work
- Mentoring
- Organisational skills
- IT
- Annual leave
Business Analyst
CGI —Bridgend
- Full-time
- Data analysis skills
- Software development
- Agile
Quick apply
Compliance and Continuous Improvement Coordinator
Eco2 Management Services Limited —Cardiff
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Continuous improvement
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
22h
Call Centre bookings advisor
Mon Motors —Cardiff
- £27,248 - £31,000 a year
- Full-time
- Hybrid work
- Customer service
- In-person
- Communication skills
- Paid training
- Annual leave
Quick apply
Customer Services Administrator
Wales Environmental Limited —Cardiff
- £26,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Annual leave
Quick apply
1d
Customer Hub Advisor
Sopra Steria —Newport
- £26,298 a year
- Hybrid work
- Organisational skills
- Annual leave
Customer Experience & Operations Executive
Boyce Group —Newport
- Up to £28,000 a year
- Part-time
- Microsoft Word
- Hospitality
- Microsoft Outlook
Quick apply
11d
e-Assessment Support Officer
WJEC CBAC Ltd —Cardiff
- £28,995 - £29,700 a year
- Temporary
- Hybrid work
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
10d
Client Relationship Team
Davisons Law —Cardiff
- Full-time
- Customer service
- Administrative experience
- Front desk
- Annual leave
- Referral programme
Quick apply
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Human Resources and Operations Assistant
Stage Sound Services Ltd —Cardiff
- £27,976.00 - £30,742.40 a year
- Full-time
- English
- Administrative experience
- Human resources
- Free parking
- Annual leave
Quick apply
1d
Process Assistant - Recruitment
Sopra Steria —Newport
- £26,298 a year
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Annual leave
Business Development Executive
Tes Global —Llantrisant
- Up to £35,000 a year
- Full-time
- Sales
- Communication skills
- School
- Annual leave
- Employee assistance programme
Quick apply
Business Support Administrator Cardiff
SDS Engineering —Cardiff
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexible schedule
Procurement Specialist
Welsh Water —Newport
- £47,240 a year
- Hybrid work
- Contracts
- Communication skills
- Negotiation
- Free parking
- Annual leave
Business Support - Network Project
Practice Solutions —Mountain Ash
- £10,491 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
1d
Customer Assistant
Lidl —Cardiff
- £13.45 - £14.45 an hour
- Part-time
- Customer service
- Bakery
- Store discount
- Employee discount
15h
Part Time Office Assistant
Snap Services Ltd —Cardiff
- £12.71 - £14.00 an hour
- 8 hour shift
- No experience needed
- English
- Accounting
Quick apply
3d

I want to receive the latest job alerts for business support in marshfield, nwp

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

business support jobs in marshfield, nwp

Client Services Executive

Business Analyst

Assessment Officer

Business Analyst

Compliance and Continuous Improvement Coordinator

Call Centre bookings advisor

Customer Services Administrator

Customer Hub Advisor

Customer Experience & Operations Executive

e-Assessment Support Officer

Client Relationship Team

Administrator

Human Resources and Operations Assistant

Process Assistant - Recruitment

Business Development Executive

Business Support Administrator Cardiff

Procurement Specialist

Business Support - Network Project

Customer Assistant

Part Time Office Assistant

I want to receive the latest job alerts for business support in marshfield, nwp

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected