Client services Work, Jobs in Pilning, Gls (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Sales Co-ordinator
TC Group —Bristol
- Up to £26,300 a year
- Full-time
- CRM software
- Sales
- Microsoft Office
- Annual leave
Quick apply
Employability Advisor (Bristol f2f2)
Crystal Pathways —Bristol
- £25,000 - £28,000 a year
- Full-time
- Sales
- Bachelor's degree
- Travel
- Employee discount
Quick apply
4d
Van Delivery Driver
H2O LOGISTICS —Caldicot
- £178.55 - £233.76 a day
- Full-time
- Sales
- Driving
- Cash handling
- Flexible schedule
- Referral programme
Quick apply
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
11d
Account Executive @ Global Event Agency
Sector Global —Clevedon
- £30,000 - £35,000 a year
- Temporary
- Hybrid work
- Organisational skills
- Communication skills
- Time management
Quick apply
11d
Reception and Business Support Assistant
Kidwells Solicitors —Bristol
- From £26,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Peer Co-ordinator (Criminal Justice/MHTR)
Developing Health and Independence —Bristol
- £30,000 a year
- Part-time
- Hybrid work
- Customer service
- Bachelor's degree
- Organisational skills
- Health & wellbeing programme
- Annual leave
Quick apply
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Business Development Executive
Kidwells Solicitors —Bristol
- From £26,500 a year
- Full-time
- Sales
- Microsoft Office
- IT
- Free parking
Quick apply
New Business Executive (South West)
BCA —Bristol
- £30,000 - £34,500 a year
- Monday to Friday
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
Quick apply
11d
Project Team Coordinator
Enable Promotional Marketing —Weston-super-Mare
- £27,000 - £30,000 a year
- Full-time
- Project management
- Organisational skills
- Leadership
- Free parking
Quick apply
11d
Internal Sales
Robert Price (Builders' Merchants) Ltd —Chepstow
- Full-time
- Microsoft Outlook
- Sales
- Customer service
- Employee discount
- Sick pay
Quick apply
14d
Addictions Counsellor
Gladstones Clinic —Gloucester
- £28,000 - £32,000 a year
- Part-time
- Master's degree
- Mentoring
- Organisational skills
Quick apply
10d
Client Relationship Executive
Kidwells Solicitors —Bristol
- From £26,500 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Free parking
Quick apply
10d
European Operations Administrator
Simarco —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
Associate Broker
Checkmate Warranty UK —Clifton
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Sales
- Microsoft Office
- Bachelor's degree
- Health & wellbeing programme
- Bereavement leave
Quick apply
Sales Executive B2B
Dantek Environmental Services —Thornbury
- £27,450 - £29,000 a year
- Full-time
- Sales
- Organisational skills
- In-person
- Annual leave
Quick apply
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)

Location: Cardiff Gate Office

Working model: Office Based with Hybrid Working

Contract type: Permanent

Hours: Full-time

This is a an fantastic opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

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

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.

If you have any questions about this vacancy please contact the People Resourcing Team on [email protected].

We look forward to hearing from you!

Apply Now

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client services jobs in pilning, gls

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I want to receive the latest job alerts for client services in pilning, gls

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