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- Tasks: Support Financial Advisers and clients, ensuring excellent service and smooth communication.
- Company: Join AFH Wealth Management, a dynamic firm with a focus on client-first solutions.
- Benefits: Enjoy competitive salary, health benefits, flexible working, and professional development support.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in financial services and proficiency in Microsoft Office required.
- Other info: Great opportunities for training, social events, and career advancement.
The predicted salary is between 28800 - 43200 £ per year.
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 the right candidate to grow with us as a business in our Bromsgrove office, with hybrid working opportunities. The role is full‑time, permanent, with competitive salary and benefits.
This role is a core function within the business, providing exceptional administrative and technical support to our Financial Advisers and clients. You will be responsible for ensuring delivery of good outcomes and putting clients first in all that we do.
Key Responsibilities
- Act as the first point of contact for client queries and provide excellent customer service to maintain strong relationships with advisers, clients and support staff.
- Work with advisers to ensure client requests are dealt with from start to finish in a timely manner, setting clear workflow priorities and keeping everyone fully informed.
- Liaise with providers and investment platforms to follow up on client requests and to escalated when necessary.
- Provide technical and administrative support to allocated IFAs, including pre-population of forms, money‑laundering checks, fact finds, management of incoming post, preparation of client review packs, research, illustrations, liaison with the paraplanning team, preparation of new business packs and submission of new business cases, and coordination of payment requests.
- Maintain accurate client records, ensuring data is up to date.
- Continuously look for ways to improve internal processes to support good client outcomes, and recommend improvements to stakeholders.
- Ensure that all internal policies are adhered to and that actions comply with FCA guidelines.
Ideal Candidate Profile
- Experience in a Financial Services IFA support role, with sound knowledge of modern platforms.
- Working knowledge of financial products, including pensions, investments and protection.
- Experienced with Microsoft Office (Word, Excel, Teams, Outlook).
- Self‑motivated, takes ownership of tasks through to completion, with a flexible and positive attitude.
- Thrives in a fast‑paced environment, with a drive for quality and professionalism.
- GCSE level A‑C/5‑9 in English and Maths.
Benefits
- Training and qualification support, including professional qualifications paid after three‑month probation.
- Contributory pension scheme and death‑in‑service benefit.
- Competitive salary and annual discretionary bonus after one year.
- Health benefit scheme, including digital gym subscriptions, dental and optional treatments.
- 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.
As we are committed to ensuring that any unnecessary barriers are removed from the recruitment process and to ensure equal opportunity, please let us know if you require additional support or adjustments.
If you or anyone that you know is interested in becoming a part of our growing community as our Client Services Executive, click ‘APPLY’ today or email us at recruitment@afhgroup.com. We look forward to hearing from you!
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Client Services Executive employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management 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 relationship management.
✨Tip Number 3
Show off your skills! If you have experience with Microsoft Office or financial products, be sure to highlight that during conversations. Bring examples of how you've used these skills to improve client outcomes in previous roles.
✨Tip Number 4
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 Application: Make sure to customise your CV and cover letter to highlight your experience in financial services and client management. We want to see how your skills align with the role of Client Services Executive, so don’t hold back!
Showcase Your Communication Skills: Since this role involves a lot of liaising with clients and advisers, it’s crucial to demonstrate your excellent communication abilities. Use clear and concise language in your application to reflect this skill.
Highlight Relevant Experience: If you’ve worked in an IFA support role or have knowledge of financial products, make sure to emphasise that in your application. We’re looking for candidates who can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, investments, and protection. Being able to discuss these confidently will show that you're well-prepared and understand the industry.
✨Demonstrate Excellent Communication Skills
Since the role involves liaising with clients and advisers, practice clear and concise communication. You might want to prepare examples of how you've successfully managed client relationships in the past.
✨Show Initiative and Ownership
Be ready to share instances where you've taken ownership of tasks and seen them through to completion. This will highlight your ability to thrive in a fast-paced environment and your proactive attitude.
✨Familiarise Yourself with Internal Processes
Research AFH Wealth Management's policies and procedures, especially those related to FCA guidelines. Showing that you understand their internal processes will demonstrate your commitment to compliance and quality service.