Liaison Work, Jobs in Sawbridgeworth (with Salaries)

Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Operations & Project Coordinator (PART TIME - pro rata salary)
Design Monkey Media Ltd —Royston
- £26,000 - £34,000 a year
- Part-time
- Hybrid work
- English
- Administrative experience
- Free parking
Quick apply
2d
IT Support Officer
HTS (Property & Environment) Ltd —Harlow
- £34,141.30 - £35,443.97 a year
- Full-time
- Travel
- Organisational skills
- IT
- Free parking
- Annual leave
Quick apply
1d
Line Leader
O-I —Harlow
- £50,000 - £54,000 a year
- Full-time
- Microsoft Excel
- Engineering
- Data analysis skills
Quick apply
11d
Regional Systems Co-Ordinator
Krinkels UK —Welwyn Garden City
- £30,000 - £32,000 a year
- Full-time
- Microsoft Excel
- Up to 50% travel
- Data analysis skills
Quick apply
1d
Retail Liaison Coordinator, The Galleria, Hatfield
Savills Management Resources —Hatfield
- £33,000 - £35,000 a year
- Microsoft Excel
- Management
- Customer service
4d
Cognitive Behavioural Therapist - Mindplace St Albans
Bupa —St Albans
- From £47,000 a year
- Part-time
- Customer service
- IT
- Leadership
- Gym membership
- Life insurance
Quick apply
National Police Chiefs' Council - Strategic Intelligence Researcher NKCC
Metropolitan Police —London
- £33,219 - £36,228 a year
- Full-time
- Hybrid work
- Travel
- Flexitime
- Sick pay
14d
Recovery Worker - Hospital Liaison
Change Grow Live —Barnet
- £28,557.79 - £32,802.41 a year
- Weekend availability
- Hospital
- Communication skills
- Employee assistance programme
- Employee discount
Resident Liaison Officer
Southern Housing —Farringdon
- £37,578 a year
- Full-time
- Hybrid work
- Contracts
- In-person
- Communication skills
- Annual leave
8d
Housing Officer
Sandra Davidson Estate Agents —Ilford
- £25,000 - £35,000 a year
- Full-time
- CRM software
- Driving
- Organisational skills
Quick apply
10d
Service Advisor
Grange - Chelmsford —Chelmsford
- Up to £40,000 a year
- Full-time
- In-person
- Employee discount
- Life insurance
Quick apply
14h
Practice Manager
Arona St James Solicitors —Walthamstow
- £20,000 - £30,000 a year
- Part-time
- Microsoft Office
- Administrative experience
- Business development
Quick apply
9d
Resident Liaison Officer
Kier Group —Rainham
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Customer service
- Administrative experience
- Flexible schedule
VacancyTitle: Local Authority Liaison Officer (Town Planner)
Northumbrian Water/Essex & Suffolk Water —Chelmsford
- Up to £45,300 a year
- Full-time
- Microsoft Office
- Driving
- No degree
- Annual leave
- Employee assistance programme
3d
Subject Liaison Librarian, Bartlett Library (0.6 FTE)
University College London —London
- £43,981 - £52,586 a year
- Part-time
- Remote
- University
- In-person
- Communication skills
- Annual leave
1d
Senior Event Health & Safety Advisor
HornerSalus Ltd —London
- Up to £55,000 a year
- Overtime
- English
- Bachelor's degree
- IT
- Flexitime
- Work from home
Quick apply
11d
Property Inspections Team Coordinator
Beresfords Group —Chelmsford
- £25,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
- Referral programme
Targeted Intercept Officer - Intelligence - Readvertised
National Crime Agency —London
- £37,428 a year
- Full-time
- Hybrid work
- Presentation skills
- In-person
- Annual leave
3d
Breakdown Recovery Controller / Administrator
Angel Sales Ltd —East London
- £12.80 - £14.60 an hour
- Overtime
- Microsoft Word
- Microsoft Outlook
- English
- Employee discount
Quick apply

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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

liaison jobs in sawbridgeworth

Client Services Executive

Operations & Project Coordinator (PART TIME - pro rata salary)

IT Support Officer

Line Leader

Regional Systems Co-Ordinator

Retail Liaison Coordinator, The Galleria, Hatfield

Cognitive Behavioural Therapist - Mindplace St Albans

National Police Chiefs' Council - Strategic Intelligence Researcher NKCC

Recovery Worker - Hospital Liaison

Resident Liaison Officer

Housing Officer

Service Advisor

Practice Manager

Resident Liaison Officer

VacancyTitle: Local Authority Liaison Officer (Town Planner)

Subject Liaison Librarian, Bartlett Library (0.6 FTE)

Senior Event Health & Safety Advisor

Property Inspections Team Coordinator

Targeted Intercept Officer - Intelligence - Readvertised

Breakdown Recovery Controller / Administrator

I want to receive the latest job alerts for liaison in sawbridgeworth

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