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- Tasks: Support financial advisers by managing client queries and ensuring smooth operations.
- Company: AFH Wealth Management is a leading independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive holidays, health perks, and shopping discounts.
- Why this job: Join a dynamic team focused on quality service and professional growth.
- Qualifications: Experience in administration and proficiency in Microsoft Office required.
- Other info: This is a full-time, permanent role with hybrid working options.
The predicted salary is between 28800 - 43200 ÂŁ per year.
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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.
Client Service Administrator
Our Client Services Administrator play a vital role in supporting our Independent Financial Advisers (IFAs) in delivering high-quality financial advice. The role handles all the administrative duties to support their clients. The role ensures smooth operations within the firm, with focus on accurate documentation, communication, and regulatory compliance.
As our Client Service 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
- You will be working 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.
- 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 process 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.
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Client Service Administrator employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of Independent Financial Advisers (IFAs). Understanding their needs and challenges will help you demonstrate your value during interviews.
✨Tip Number 2
Highlight your customer service skills in conversations. Since the role involves acting as a point of contact for client queries, showcasing your ability to maintain strong relationships will set you apart.
✨Tip Number 3
Prepare to discuss your experience with Microsoft Office, particularly Excel and Outlook. Being able to articulate how you've used these tools effectively in previous roles can give you an edge.
✨Tip Number 4
Demonstrate your initiative and problem-solving skills by sharing examples from past experiences. This will show that you can take ownership of tasks and adapt to a fast-paced environment, which is crucial for this role.
We think you need these skills to ace Client Service Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and customer service. Use keywords from the job description, such as 'client queries', 'communication', and 'regulatory compliance' to demonstrate your fit for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Client Service Administrator position. Mention specific examples of how you've successfully handled administrative tasks or provided excellent customer service in previous roles.
Showcase Relevant Skills: Emphasise your proficiency in Microsoft Word, Excel, and Outlook. Provide examples of how you've used these tools in past roles to improve efficiency or manage client data effectively.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.
How to prepare for a job interview at AFH Wealth Management
✨Know the Company
Before your interview, take some time to research AFH Wealth Management. Understand their values, services, and recent news. This will help you tailor your answers and show genuine interest in the company.
✨Demonstrate Your Administrative Skills
As a Client Service Administrator, you'll need strong organisational skills. Be prepared to discuss your previous experience in administration, particularly how you've managed tasks efficiently and maintained accurate records.
✨Showcase Your Customer Service Experience
This role requires excellent customer service skills. Think of examples from your past where you successfully handled client queries or resolved issues. Highlight your ability to communicate clearly and maintain strong relationships.
✨Prepare Questions
At the end of the interview, you'll likely be asked if you have any questions. Prepare thoughtful questions about the role, team dynamics, or company culture. This shows your enthusiasm and helps you assess if the company is the right fit for you.
