Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients by managing records and processing account transactions.
- Company: Join the dynamic AFH Wealth Management team in Cookham.
- Benefits: Enjoy flexible working, competitive holidays, and social perks.
- Other info: Great opportunities for career development and a fun workplace culture.
- Why this job: Be a key player in client services and grow with us.
- Qualifications: Strong admin skills and ability to work both independently and in a team.
The predicted salary is between 30000 - 40000 £ per year.
Client Services Administrator – An opportunity to join our AFH Wealth Management Cookham team. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity with hybrid working. In return, you will receive a competitive salary and range of benefits.
Responsibilities
- Maintaining client records on both internal and external platforms
- Assist in ensuring that all client files are accurate and compliant
- Organising and pre-populating client documentation for account setups and transactions
- Processing instructions on behalf of clients, such as creating new accounts, fund switches, withdrawal of income and contributions to client plans, death claims and leavers
- Calculating performance fees and providing information for Accounts to produce client invoices
- Monitoring group inboxes and responding to client enquiries
- Additional administration duties where needed, which may include answering incoming calls, downloading call recordings, and scanning incoming post
- Adhere to the Company’s service levels according to its established procedures
Ideal Candidate
- Ability to work with team members and completing tasks standalone
- Ability to understand processes and document controls
- Confident in becoming a point of contact for clients and providers in relation to queries
- Proven efficient administration skills
- An awareness of the FCA Handbook sufficiently to be able to comply with regulations, relying on their own knowledge or on their ability to recognize when they will need specialist support (desirable)
Benefits
- Flexible working & holidays - Enjoy flexible working and competitive holiday allowance.
- 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 as well as death-in-service benefit.
To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website or email the People Resourcing team if you have any queries. We look forward to hearing from you!
Client Services Executive in England 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 in England
✨Tip Number 1
Network like a pro! Reach out to current employees at AFH Wealth Management on LinkedIn. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by knowing the company inside out. Familiarise yourself with their services and values, so you can show how you fit into their growth plans.
✨Tip Number 3
Practice common interview questions, especially those related to client services. Think about how your skills align with the responsibilities listed in the job description.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the team.
We think you need these skills to ace Client Services Executive in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Services Executive role. Highlight your administration skills and any relevant experience with client records or compliance to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you want to join our team and how you can contribute to our growth plans. Be genuine and let your personality come through!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. This will demonstrate to us that you understand the importance of maintaining accurate client records.
Apply Through Our Website: We encourage you to apply directly through our careers website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Stuff
Make sure you understand the role of a Client Services Executive inside out. Familiarise yourself with client record management, compliance requirements, and the FCA Handbook. This will not only help you answer questions confidently but also show your genuine interest in the position.
✨Showcase Your Admin Skills
Be ready to discuss your previous administration experience. Prepare examples of how you've maintained accurate records, processed client instructions, or handled enquiries. Highlighting your efficiency and attention to detail will resonate well with the interviewers.
✨Demonstrate Team Spirit
Since this role involves working both independently and as part of a team, be prepared to share examples of how you've collaborated with others in past roles. Emphasise your ability to support team members while also taking initiative on your own.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, growth plans, and how the team operates. This shows that you're not just interested in the job, but also in how you can contribute to the company's success and grow alongside them.