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- Tasks: Support clients and manage transactions in a dynamic wealth management environment.
- Company: Join AFH Wealth Management, a growing team with a collaborative spirit.
- Benefits: Enjoy flexible working, competitive salary, and social perks like parties.
- Other info: Great career growth opportunities in a supportive atmosphere.
- Why this job: Be a key player in client services and make a real difference.
- Qualifications: Team player with strong organisational skills and a desire to learn.
The predicted salary is between 30000 - 40000 £ per year.
An opportunity to join our AFH Wealth Management Cookham team. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity with hybrid working. In return, you will receive a competitive salary and range of benefits.
The purpose of this role is to provide comprehensive support to the efficient operation of the business and excellent service to the clients of the firm in the administrative processes through the careful submission of transactions and documentation with continuing maintenance of investments. This role centralises around providing support to paraplanners and advisers by arranging the completion of necessary instructions, in addition to the end clients.
As our Client Services Administrator, you will typically:
- Maintaining client records on both internal and external platforms
- Assist in ensuring that all client files are accurate and compliant
- Organising and pre-populating client documentation for account setups and transactions
- Processing instructions on behalf of clients, such as creating new accounts, fund switches, withdrawal of income and contributions to client plans, death claims and leavers
- Calculating performance fees and providing information for Accounts to produce client invoices
- Monitoring group inboxes and responding to client enquiries
- Additional administration duties where needed, which may include answering incoming calls, downloading call recordings, and scanning incoming post etc.
- Adhere to the Company’s service levels according to its established procedures.
What we are looking for in our ideal Client Services Administrator:
- Ability to work with team members and completing tasks standalone
- Ability to understand processes & document controls
- Confident in becoming a point of contact for clients and providers in relation to queries
- An awareness of the FCA Handbook sufficiently to be able to comply with regulations, relying on their own knowledge or on their ability to recognize when they will need specialist support (desirable).
Benefits and Perks at AFH:
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance.
- Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
- Pension - We offer a contributory pension scheme as well as death-in-service benefit.
Client Services Executive in England 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 in England
✨Tip Number 1
Network like a pro! Reach out to current employees at AFH Wealth Management on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by practising common questions related to client services. Think about how you can showcase your ability to handle client queries and maintain accurate records. We want to see your confidence shine!
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've successfully managed multiple tasks or projects. This will demonstrate that you're ready to keep things running smoothly at AFH.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show that you’re genuinely interested in the role. Plus, it’s a great way to reiterate your enthusiasm for joining the team.
We think you need these skills to ace Client Services Executive in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight relevant experience and skills that match what we're looking for, like your ability to maintain client records and support team members.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join us at AFH Wealth Management and how you can contribute to our growth plans. Be genuine and let your personality come through.
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. This shows us that you understand the importance of compliance and maintaining accurate client files.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at AFH Financial Group.
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Client Services Executive. Familiarise yourself with the tasks mentioned in the job description, like maintaining client records and processing instructions. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Team Spirit
Since this role involves working closely with paraplanners and advisers, be prepared to discuss your teamwork skills. Share examples of how you've successfully collaborated in previous roles, highlighting your ability to support others while also managing your own tasks independently.
✨Brush Up on Compliance Knowledge
Having an awareness of the FCA Handbook is a plus for this position. Take some time to review key regulations and be ready to discuss how you would ensure compliance in your work. This shows that you take the role seriously and are committed to upholding industry standards.
✨Prepare for Client Interactions
As a point of contact for clients, you'll need to be confident in handling queries. Think about potential questions clients might have and prepare thoughtful responses. Practising your communication skills will help you feel more at ease during the interview and demonstrate your readiness for client-facing responsibilities.