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- Tasks: Be the go-to person for client queries and provide top-notch customer service.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm.
- Benefits: Enjoy flexible working, competitive salary, and awesome perks like shopping discounts.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in administration and proficiency in Microsoft Office required.
- Other info: Great opportunities for professional development and a fun work culture.
The predicted salary is between 36000 - 60000 £ per year.
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
As our Client Services Administrator, you will be responsible for:
- Acting as the point of contact for client queries.
- Providing excellent customer service to maintain strong relationships with adviser, client and support staff.
- Working with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication throughout.
- Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary.
- Preparing client review packs and processing any follow up actions.
- Ensuring all client data is accurate and up to date.
- Maintaining the diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when needed.
- Analysing and highlighting any process change recommendations to the relevant stakeholders for review.
- Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines.
What we are looking for in our ideal Client Service Administrator:
- Experience is required within a general administration role.
- Experienced using Microsoft Word, Excel & 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 And Perks At AFH:
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
- 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 with Royal London as well as death-in-service benefit.
- Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
- Health & wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
- Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
- Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.
Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.
Client Services Administrator in Bromsgrove employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. 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 interviews by researching AFH Wealth Management thoroughly. Understand their values, services, and recent news. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! As a Client Services Administrator, you'll need to convey information clearly. Try mock interviews with friends or family to get comfortable with articulating your thoughts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the AFH team and ready to take on new challenges.
We think you need these skills to ace Client Services Administrator in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Administrator role. Highlight your relevant experience in administration and customer service, and don’t forget to mention your skills with Microsoft Word, Excel, and Outlook!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your enthusiasm for the role and how your skills align with what AFH Wealth Management is looking for. 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. Use clear and concise language, and maybe even share an example of how you’ve successfully handled client queries in the past.
Apply Through Our Website: We encourage you to apply through our careers website. It’s the best way to ensure your application gets to the right people. Plus, you can find more info about the perks of working with us while you’re there!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand AFH Wealth Management's services and values. Familiarise yourself with their approach to client service and how they maintain strong relationships. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Showcase Your Skills
Highlight your experience with Microsoft Word, Excel, and Outlook during the interview. Be ready to provide specific examples of how you've used these tools in previous roles, especially in managing client queries or maintaining data accuracy. This will demonstrate your capability to handle the responsibilities of a Client Services Administrator.
✨Demonstrate Your Customer Service Skills
Since the role involves acting as a point of contact for client queries, prepare to discuss your customer service experiences. Share stories where you successfully resolved issues or maintained strong relationships with clients. This will illustrate your ability to thrive in a fast-paced environment while delivering quality service.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for diary management, or how they handle process changes. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values.
