At a Glance
- 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.
- Other info: Great opportunities for training, social events, and career advancement.
- 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.
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 those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits.
This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.
Key Responsibilities as our Client Services Executive will include:
- Client Liaison & Servicing - Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
- Relationship Management - Work 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. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
- Provider & Third-Party Communication - Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
- Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
- Maintenance of Client Records - ensuring all client data is accurate and kept up to date
- Continuous Process Improvements - Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review
- Policies and Procedures - Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines.
What we are looking for in our ideal Client Services Executive:
- Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
- Working knowledge of a variety of financial products, including pensions, investments, and protection.
- Experienced using all Microsoft applications, including Word, Excel, Teams and 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 and 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.
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Client Services Executive in Bromsgrove employer: AFH Wealth Management
AFH Wealth Management is an exceptional employer that prioritises employee growth and well-being, offering a dynamic work culture where integration managers can thrive. With flexible working arrangements, competitive benefits, and a strong commitment to professional development, employees are empowered to reach their full potential while enjoying a supportive environment. Located in the UK, AFH fosters a collaborative atmosphere that celebrates achievements through social events and recognises hard work with a discretionary bonus scheme.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive in Bromsgrove
✨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 in Bromsgrove
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.
