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- Tasks: Provide exceptional support to clients and financial advisers in a dynamic wealth management environment.
- Company: Join one of the UK's leading independent financial advisory firms with a collaborative culture.
- Benefits: Competitive salary, health benefits, flexible working, and professional development opportunities.
- Why this job: Make a real impact by enhancing client experiences and driving process improvements.
- Qualifications: Experience in financial services and proficiency in Microsoft applications required.
- Other info: Enjoy social events and loyalty bonuses while growing your career with us.
The predicted salary is between 28800 - 43200 £ per year.
- Location: Bromsgrove, Worcestershire, United Kingdom
- Salary: Competitive Salary and Benefits
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 Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basisand 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 Services Executive employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research AFH Wealth Management and understand their values and services. Be ready to discuss how your experience aligns with their needs, especially in client liaison and administration support.
✨Tip Number 3
Show off your skills! During interviews, highlight your knowledge of financial products and your proficiency with Microsoft applications. Share specific examples of how you've used these skills to improve client outcomes in previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at AFH Wealth Management.
We think you need these skills to ace Client Services Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about joining us at AFH Wealth Management and how your background makes you a perfect fit for the role. Keep it concise but impactful!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure to demonstrate your excellent communication skills in your application. Whether it's through your writing style or examples of past experiences, we want to see how you connect with clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at AFH Financial Group.
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions and investments. Familiarise yourself with the platforms used in the industry, as this will show that you're ready to hit the ground running.
✨Showcase Your Communication Skills
As a Client Services Executive, you'll be the first point of contact for clients. Practice clear and concise communication during your interview. Use examples from your past experiences where you've successfully managed client relationships or resolved queries.
✨Demonstrate Initiative
Be prepared to discuss times when you've taken ownership of a task or improved a process. This role requires someone who can work independently and proactively, so highlight your ability to thrive in a fast-paced environment.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the tools they use, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
