AFH Wealth Management, a leading UK independent financial advisory and wealth management firm, is seeking a Client Services Executive. Based at Bromsgrove Head Office with hybrid working, you will support financial advisers and clients with administrative and technical tasks to ensure best outcomes and client-first service.
You will manage client queries, coordinate with advisers and providers, handle paperwork, and maintain accurate records while upholding FCA guidelines and high professional
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Wealth Client Services Executive - Hybrid & Benefits employer: AFH Financial Group.
AFH Financial Group is an exceptional employer that prioritises a client-first service approach, fostering a supportive and collaborative work culture in the vibrant town of Bishop's Stortford. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while working in a dynamic environment that values teamwork and innovation.
