Liaison Work, Jobs in Trethomas, Cay (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Estates Officer (Caretaker)
Bryn Deri Primary School —Cardiff
- £25,989 - £28,142 a year
- Full-time
- Schematics
- Maintenance
- Electrical experience
- Free parking
Quick apply
Intelligence Development and Investigations Officer
South Wales Police —Bridgend
- £40,383 - £42,612 a year
- Full-time
- Travel
6d
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
21h
Family Support Coordinator
Home-Start Cymru —Cardiff
- Up to £15,283.46 a year
- Part-time
- Bilingual
- Management
- English
- Flexitime
- Sick pay
Quick apply
3d
Delivery Station Liaison Agent
Amazon UK Services Ltd. —Kenfig
- Full-time
- Customer service
- English
- Administrative experience
Intelligence Development and Investigations Officer- Police Staff - Intelligence & Investigations- Counter Terrorism Policing Wales
Counter Terrorism Policing —Bridgend
- £40,383 - £42,612 a year
- Full-time
2d
Anti Social Behaviour Liaison Officer
Newport City Council —Newport
- £31,537 - £34,434 a year
- Full-time
MultiSkilled Host
CBRE —Cardiff
- Part-time
- Customer service
- Continuous improvement
- Communication skills
- Employee discount
19h
Receptionist – Evenings and Weekends
Vets Now —Newport
- £13.45 an hour
- Weekend availability
- Annual leave
Liaison & Transition Mental Health Practitioner
Swansea Bay University Health Board —Pendre ED
- £40,559 - £48,841 a year
- Full-time
- Annual leave
6d
Project Manager – SRS Business Change
Cardiff Metropolitan University —Cardiff
- £46,049 - £51,753 a year
- Full-time
- Project management
- Agile
- Communication skills
- Annual leave
13d
Care Assistant (Bank)
Nazareth —Cardiff
- £14.31 an hour
- IT
- Care plans
- Communication skills
- Free parking
- Annual leave
Surveyor
Dalcour Maclaren —Cardiff
- Military
- Leadership
- Free parking
- Annual leave
Quick apply
Team Leader
Integra Community Living Options Ltd —Roath
- £15.18 an hour
- Full-time
- Leadership
- Paid training
- Referral programme
Quick apply
Senior Assistant (Executive Assistant), Leadership Support Centre, Central Business Services
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Planning Manager
BarrattDevelopments —Cardiff
- Driving
- Communication skills
- Negotiation
Client Support Team Assistant - Post Completion
Convey Law —Newport
- £24,500 a year
- Microsoft Office
- Administrative experience
- Annual leave
- Sick pay
Quick apply
Manufacturing Engineering Internship, Electrical
Revvity —Llantrisant
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Senior Surveyor
Dalcour Maclaren —Cardiff
- Military
- Leadership
- Free parking
- Annual leave
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

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

liaison jobs in trethomas, cay

Client Services Executive

Estates Officer (Caretaker)

Intelligence Development and Investigations Officer

Technical Officer

Family Support Coordinator

Delivery Station Liaison Agent

Intelligence Development and Investigations Officer- Police Staff - Intelligence & Investigations- Counter Terrorism Policing Wales

Anti Social Behaviour Liaison Officer

MultiSkilled Host

Receptionist – Evenings and Weekends

Liaison & Transition Mental Health Practitioner

Project Manager – SRS Business Change

Care Assistant (Bank)

Surveyor

Team Leader

Senior Assistant (Executive Assistant), Leadership Support Centre, Central Business Services

Planning Manager

Client Support Team Assistant - Post Completion

Manufacturing Engineering Internship, Electrical

Senior Surveyor

I want to receive the latest job alerts for liaison in trethomas, cay

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