Client Services Executive

AFH Wealth Management; Bromsgrove; Hybrid; GBP 23,000 - 30,000; Full time

Benefits offered by this job

Flexible working

Holiday allowance

Bonus scheme

Pension scheme

Health and wellbeing benefits

Professional development

Job summary

AFH Wealth Management in Bromsgrove is seeking a Client Services Executive to provide administrative and technical support to Financial Advisers and clients. You will help deliver good outcomes and keep our clients first in all we do.

Hybrid working and a competitive salary and range of benefits are on offer. Key duties include client liaison, relationship management, and coordination with providers and the paraplanning team to prepare packs and submit new business cases, while maintaining

Qualifications

• Experience in a Financial Services IFA support role.
• Knowledge of a range of financial products including pensions, investments and protection.
• Proficient in Microsoft Word, Excel, Teams and Outlook.
• Proactive with strong ownership and a professional, service‑driven approach.
• GCSE English and Maths at grade C/5 or above.

Responsibilities

• Act as first point of contact for client queries and service requests.
• Maintain strong relationships with advisers, clients and staff.
• Coordinate client requests end‑to‑end with timely communication.
• Prepare client review packs, forms, money laundering checks and post handling.
• Support advisers with administrative tasks and new business packs.
• Ensure client data accuracy and FCA‑compliant processes.

Skills

Financial services experience

Pensions

Investments

Protection products

Microsoft Office

Ownership / initiative

Education

GCSE English

GCSE Maths

Tools

Word

Excel

Teams

Outlook

Job description

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.