Client services Work, Jobs in Newbridge, Cay (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Claims/ Customer Experience Coordinator
BELFOR UK Ltd —Cwmbran
- £26,605 a year
- Full-time
- Microsoft Excel
- Customer service
- IT
- Annual leave
- Employee assistance programme
Quick apply
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
1d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
1d
Client Services Associate/Business Partner
Mazuma GB Ltd —Bridgend
- Up to £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Office
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
14d
Trainee Mortgage Advisor
Mortgage Lane Limited —Newport
- £28,000 - £40,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
Quick apply
1d
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount
6d
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Alarm Administrator
Innovative Fire & Security —Cardiff
- £14 - £16 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
Quick apply
17h
Receptionist – Evenings and Weekends
Vets Now —Newport
- £13.45 an hour
- Weekend availability
- Annual leave
2d
IFA Financial Services Administrator (with Training & Career Development)
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
1d
Business Development Executive
Convey Law —Newport
- £50,000 - £60,000 a year
- Hybrid work
- Sales
- Business development
- Travel
- Annual leave
- Sick pay
Quick apply
Customer Service Assistant
CAR PLUS MOTORS UK LTD —Newport
- £12.21 - £15.00 an hour
- Part-time
- Microsoft Word
- Sales
- In-person
Quick apply
2d
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
Post Completion Assistant
Davisons Law —Bridgend
- Full-time
- Microsoft Word
- English
- Microsoft Office
- Annual leave
- Referral programme
Quick apply
1d
Financial Services Administrator
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
1d
Independent Travel Agent
The Travel Experts —Cardiff
- Part-time
- Remote
Warehouse & Field Operative
Oakdale Technical Services Limited —Newbridge
- £26,832 a year
- Overtime
- Microsoft Word
- Sales
- In-person
- Free parking
- Employee assistance programme
Quick apply
1d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Cydlynydd Grantiau Cyfleusterau i'r Anabl / DFG Co-Ordinator
Merthyr Tydfil County Borough Council —Merthyr Tydfil
- £29,064 - £31,022 a year
- Full-time
14d

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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 jobs in newbridge, cay

Client Services Executive

Claims/ Customer Experience Coordinator

Client Services Administrator

Client Services Supervisor

Client Services Associate/Business Partner

Trainee Mortgage Advisor

Customer Service Advisor

Travel Sales Consultant

Alarm Administrator

Receptionist – Evenings and Weekends

IFA Financial Services Administrator (with Training & Career Development)

Business Development Executive

Customer Service Assistant

Development Officer

Post Completion Assistant

Financial Services Administrator

Independent Travel Agent

Warehouse & Field Operative

Client Services Manager

Cydlynydd Grantiau Cyfleusterau i'r Anabl / DFG Co-Ordinator

I want to receive the latest job alerts for client services in newbridge, cay

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