Client Services Executive

AFH Financial Group; Bishop's Stortford; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Training support

Pension scheme

Discretionary bonus

Health benefits

Flexible working

Annual leave

Maternity/paternity pay

Staff events

Job summary

AFH Wealth Management in Bishop's Stortford is seeking a Client Services Executive to provide administrative and technical support to our Financial Advisers and clients. The role is full-time and permanent, with hybrid working opportunities, and offers a competitive salary plus a range of benefits.

You will act as the first point of contact for client queries, manage relationships with advisers and clients, liaise with providers, and assist with reports, illustrations and new business packs

Qualifications

• Experience in Financial Services IFA support role.
• Knowledge of pensions, investments and protection.
• Proficient with MS Office applications.
• Ability to take initiative and own tasks through to completion.
• Thrives in a fast-paced environment with professionalism.
• GCSE English and Maths at minimum grade C/4 or above.

Responsibilities

• Client liaison & servicing: first point of contact for queries and strong relationship building.
• Relationship management: ensure client requests are handled end-to-end with clear communication.
• Provider & third-party communication: liaise with providers and platforms and escalate when needed.
• Administration support: pre-population of forms, AML checks, fact finds, and new business packs.
• Maintenance of client records: keep data accurate and up to date.
• Process improvements: suggest and implement practical efficiency enhancements.
• Policies and procedures: adhere to FCA guidelines and internal policies.

Skills

Financial services knowledge

MS Office

Client communication

Relationship management

Attention to detail

GCSE English/Math

Education

GCSE English & Maths

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Outlook

Job description

• Location: Bishop's Stortford, Hertfordshire, United Kingdom
• Salary: Competitive Salary and Benefits

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 Bishop's Stortford office with hybrid working opportunities. You will join us on a full-time, permanent basisand 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 of working for AFH Wealth Management:

• Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
• Contributory pension scheme, and death-in-service benefit
• Competitive salary and annual discretionary bonus, following one year’s service
• Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
• 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

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.