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- Tasks: Support clients and advisers with exceptional service and administrative tasks.
- Company: Join AFH Wealth Management, a top independent financial advisory firm in the UK.
- Benefits: Enjoy remote work, competitive salary, training support, and health benefits.
- Why this job: Be part of a dynamic team focused on client satisfaction and professional growth.
- Qualifications: Experience in financial services, strong Microsoft skills, and GCSEs in English and Maths required.
- Other info: Opportunities for professional qualifications and social events await you!
The predicted salary is between 28800 - 43200 £ per year.
- Salary: Competitive salary & benefits
Client Services Executive – Remote working opportunity
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. 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
- 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 recruitment@afhgroup.com. We look forward to hearing from you!
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Client Service Executive employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive
✨Tip Number 1
Familiarise yourself with the financial products mentioned in the job description, such as pensions and investments. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Highlight any previous experience you have in client servicing or administrative roles within financial services. Be prepared to discuss specific examples of how you've managed client relationships and resolved queries effectively.
✨Tip Number 3
Showcase your proficiency in Microsoft applications, especially Excel and Teams. Consider preparing a brief overview of how you've used these tools in past roles to improve efficiency or communication.
✨Tip Number 4
Research AFH Wealth Management and their approach to client service. Being able to articulate why you want to work for them specifically can set you apart from other candidates and show that you're a good cultural fit.
We think you need these skills to ace Client Service Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in IFA support roles. Emphasise your knowledge of financial products and platforms, as well as your proficiency in Microsoft applications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your customer service skills and ability to manage client relationships. Mention specific examples of how you've provided exceptional support in previous roles.
Highlight Relevant Skills: In your application, clearly outline your skills that align with the job description, such as communication, administration support, and process improvement. Use keywords from the job listing to demonstrate your fit for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in this role.
How to prepare for a job interview at AFH Financial Group.
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products, including pensions, investments, and protection. This knowledge will help you answer questions confidently and demonstrate your expertise during the interview.
✨Showcase Your Customer Service Skills
As a Client Services Executive, excellent customer service is key. Prepare examples from your past experiences where you've successfully managed client relationships or resolved issues to highlight your ability to put clients first.
✨Familiarise Yourself with Microsoft Applications
Since the role requires proficiency in Microsoft Word, Excel, Teams, and Outlook, brush up on these applications. Be ready to discuss how you've used them in previous roles to support your work and improve efficiency.
✨Demonstrate Initiative and Flexibility
The ideal candidate should take ownership of tasks and display a positive attitude. Think of instances where you've shown initiative or adapted to changes in a fast-paced environment, and be prepared to share these stories.
