Liaison Work, Jobs in Pontcanna, Crf (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Technical Officer
First Choice Housing Association —Cardiff
- £37,349 - £42,869 a year
- Full-time
- Hybrid work
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
9d
Family Support Coordinator
Home-Start Cymru —Cardiff
- Up to £15,283.46 a year
- Part-time
- Bilingual
- Management
- English
- Flexitime
- Sick pay
Quick apply
12d
Morgans Consult Production Manager
MS-Group Limited —Cardiff
- Full-time
- Analysis skills
- Organisational skills
- Leadership
- Annual leave
Quick apply
Knowledge and Information Management (KIM) Assistant
Office for National Statistics —Newport
- £28,138 - £32,953 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Presentation skills
4d
Operations Manager - Waste Management
Smiths Gloucester Limited —Cardiff
- Free parking
- Employee discount
Quick apply
MultiSkilled Host
CBRE —Cardiff
- Part-time
- Customer service
- Continuous improvement
- Communication skills
- Employee discount
9d
Contracts Manager
Watkin Jones —Cardiff
- Full-time
- Hybrid work
- Contracts
- Communication skills
- Negotiation
- Annual leave
- Employee discount
Quick apply
5d
Customer Service Administrator
Link Financial Outsourcing —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- IT
- Annual leave
- Employee assistance programme
Quick apply
8h
Optometry Pathway Coordinator
Cwm Taf Morgannwg University Health Board —Llantrisant
- £26,813 - £27,890 a year
- Full-time
- IT
- Communication skills
1d
Administration Assistant
CISWO —Pontypridd
- £25,289 a year
- Full-time
- Customer service
- Organisational skills
- IT
- Annual leave
- Employee assistance programme
Quick apply
8d
Social Value Manager
Mace —Cardiff
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Business development
MEP Engineer (Mechanical, Electrical & Plumbing) – Estimation & Project Support
Avantis —Cardiff
- Full-time
- Hybrid work
- Microsoft Excel
- Plumbing
- Electrical Engineering
Family Engagement Officer - Alway Primary School
Newport City Council —Newport
- £20,000 - £31,022 a year
- Call to connect
- Organisational skills
- Communication skills
- School
10d
Fraud Operations Team Leader
Capital on Tap —Cardiff
- £500 - £750 a week
- Full-time
- SQL
- Financial services
1d
Consultant Ecologist
WSP —Cardiff
- Part-time
- Hybrid work
- Project management
- Mentoring
- IT
- Flexitime
- Work from home
8d
Anti Social Behaviour Liaison Officer
Newport City Council —Newport
- £31,537 - £34,434 a year
- Full-time
Planning Manager
BarrattDevelopments —Cardiff
- Driving
- Communication skills
- Negotiation
Senior Consultant - Consents Management
Turner & Townsend —Cardiff
- Full-time
- Hybrid work
- Master's degree
- Project management
- Presentation skills
Quick apply
9d
Associate Director - Consents Management
Turner & Townsend —Cardiff
- Full-time
- Hybrid work
- Master's degree
- Project management
- Presentation skills
Quick apply

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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

Refine Your Search

liaison jobs in pontcanna, crf

Client Services Executive

Technical Officer

Family Support Coordinator

Morgans Consult Production Manager

Knowledge and Information Management (KIM) Assistant

Operations Manager - Waste Management

MultiSkilled Host

Contracts Manager

Customer Service Administrator

Optometry Pathway Coordinator

Administration Assistant

Social Value Manager

MEP Engineer (Mechanical, Electrical & Plumbing) – Estimation & Project Support

Family Engagement Officer - Alway Primary School

Fraud Operations Team Leader

Consultant Ecologist

Anti Social Behaviour Liaison Officer

Planning Manager

Senior Consultant - Consents Management

Associate Director - Consents Management

I want to receive the latest job alerts for liaison in pontcanna, crf

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