Administration executive Work, Jobs in Puckeridge, Hrt (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Sales Executive Assistant
HEADWAY RESOURCES CONSULTANCY LTD —Stansted
- £25,000 - £28,000 a year
- Full-time
- Hospitality
- Sales
- Customer service
- Free parking
Quick apply
11h
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
Executive Assistant & Brand Coordinator to the Founder
SKINBOSS LTD —Chelmsford
- £15 - £17 an hour
- Part-time
- Hybrid work
- Computer literacy
- Basic maths
- English
- Free parking
- Work from home
Quick apply
Personal Assistant / Team Assistant - 6 month FTC
Optegra —London
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Hotel
- Travel
- Annual leave
- Employee discount
Quick apply
3d
Assistant to VP Commercial
Mundipharma —Cambridge
- Full-time
- English
- Microsoft Office
- Administrative experience
14d
Commercial Administrator & Business Development Executive
Waterman Tree Co. —Hitchin
- From £18,500 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Free parking
Quick apply
Partner Executive
Worknest Secure —Stevenage
- Hybrid work
- Microsoft Excel
- Sales
- Microsoft Office
- Annual leave
Personal Assistant
Islington GP Federation —London
- £30,000 - £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
12d
Personal Assistant to Practice Manager
Bounds Green Group Practice —London
- £30,000 - £33,696 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
10d
Administrator
Mears Group —London
- Up to £31,067.93 a year
- Monday to Friday
- Annual leave
- Employee discount
5h
Faculty Executive Administrator
University of Bedfordshire —Luton
- £27,319 - £31,236 a year
- Full-time
- Microsoft Office
- Administrative experience
- University
- Annual leave
- Gym membership
1d
Executive Housekeeper I
Marriott International, Inc —Watton at Stone
- Full-time
- No experience needed
- Hotel
4d
VP of Finance
Abselion —Cambridge
- £90,000 - £110,000 a year
- ERP systems
- In-person
Senior Team Administrator – Finance Operations & Tax
Aveva —Cambridge
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Office
- Driving
- Annual leave
7d
Accounts Executive
Hunt-Rec —Bishop's Stortford
- £33,000 - £37,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Organisational skills
- Free parking
Quick apply
5d
Technical Program Manager, Global Design
NTT Global Data Centers —Hemel Hempstead
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Gym membership
- Referral programme
Operations Executive
NutraTea Ltd. —Hemel Hempstead
- £25,000 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- IT
- Free parking
- Annual leave
Quick apply
8d
Claims Adjuster
QBE —Chelmsford
- Full-time
- Management
- IT
- Communication skills
11d
Office Manager (with Finance Skills)
Iprova —Cambridge
- Full-time
- Hybrid work
- English
- Microsoft Office
- Administrative experience
- Employee stock ownership plan
6d

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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 puckeridge, hrt

Client Services Executive

Sales Executive Assistant

Medical and Admissions Officer

Executive Assistant & Brand Coordinator to the Founder

Personal Assistant / Team Assistant - 6 month FTC

Assistant to VP Commercial

Commercial Administrator & Business Development Executive

Partner Executive

Personal Assistant

Personal Assistant to Practice Manager

Administrator

Faculty Executive Administrator

Executive Housekeeper I

VP of Finance

Senior Team Administrator – Finance Operations & Tax

Accounts Executive

Technical Program Manager, Global Design

Operations Executive

Claims Adjuster

Office Manager (with Finance Skills)

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