Administration executive Work, Jobs in Much Hadham, Hrt (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Global Operations Coordinator - BCG Institute
Boston Consulting Group —London
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- English
6d
Business Support and Office Manager
Lanson International —Covent Garden
- £29,334.87 - £30,000.00 a year
- Part-time
- Supervising experience
- First Aid Certification
- Organisational skills
Quick apply
11d
Executive Assistant
World Resources Institute —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Flexible schedule
4h
Sales Executive Assistant
HEADWAY RESOURCES CONSULTANCY LTD —Stansted
- £25,000 - £28,000 a year
- Full-time
- Hospitality
- Sales
- Customer service
- Free parking
Quick apply
17h
Team Administrator and Case Manager
Howden Group Holdings —London
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Travel
Junior PA
NEXT —London
- Full-time
- Travel
- Employee discount
7d
Executive Assistant
MP Moran —Kilburn
- £50,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- In-person
- Store discount
- Health & wellbeing programme
Quick apply
1d
Executive Assistant
Westfield Insurance —London
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- Communication skills
Sr. Manager, Finance Transformation
PlayStation Global —London
- Management
- PMP
- Master's degree
11d
Office Assistant
Creatio —London
- Microsoft Word
- Hospitality
- Microsoft Excel
Quick apply
5d
SEO Executive
Ekascloud —London
- £20,000 - £30,000 a month
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
Executive Assistant
University College London —London
- £43,981 - £52,586 a year
- Full-time
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
9h
Medical and Admissions Officer
Harris Federation —London
- £29,506.74 - £34,488.00 a year
- Full-time
- Microsoft Office
- First Aid Certification
- Communication skills
8d
Operations & Office Manager
imagino —London
- £40,000 - £45,000 a year
- Hybrid work
- English
- Organisational skills
- Communication skills
- Annual leave
Quick apply
7d
Account Manager
Precor, Incorporated —London
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
Executive Assistant
Network Rail —London
- £42,254 - £51,539 a year
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Communication skills
12d
Executive Assistant
Box to Box Films —London
- Hybrid work
- CRM software
- Organisational skills
- IT
Quick apply
5d
Personal Assistant
Howden Group Holdings —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
3h
Executive Assistant
Oceana International Headquarters —London
- Up to £41,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
12d

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administration executive jobs near much hadham, hrt

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 much hadham, hrt

Client Services Executive

Global Operations Coordinator - BCG Institute

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Executive Assistant

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Team Administrator and Case Manager

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