Client Services Executive

AFH Wealth Management; Stoke Pound; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Flexible working

Holiday allowance with buy & sell

Birthday off

Annual bonus

Pension scheme

Health and wellbeing benefits

Professional development

Shopping discounts

Annual social events

Job summary

AFH Wealth Management, a leading UK independent financial advisory and wealth management firm, is seeking a Client Services Executive. Based at Bromsgrove Head Office with hybrid working, you will support financial advisers and clients with administrative and technical tasks to ensure best outcomes and client-first service.

You will manage client queries, coordinate with advisers and providers, handle paperwork, and maintain accurate records while upholding FCA guidelines and high professional

Qualifications

• Experience is required within a Financial Services IFA support role.
• Working knowledge of pensions, investments, and protection.
• Experienced using Microsoft Word, Excel, Teams and Outlook.
• Able to use own initiative and take ownership of tasks through to completion.
• Thrives in a fast-paced environment with a drive for quality.

Responsibilities

• Client Liaison & Servicing – act as the first point of contact for client queries and provide excellent customer service.
• Relationship Management – work with advisers to ensure client requests are dealt with from start to finish.
• Provider & Third-Party Communication – liaise with providers/investment platforms to follow up on requests.
• Administration Support – pre-population of forms, money laundering checks, fact finds, and preparation of client review packs.
• Maintenance of Client Records – keep data accurate and up to date.
• Continuous Process Improvements – identify ways to improve internal processes.

Skills

Financial services IFA support

Customer service

Relationship management

Education

GCSE English and Maths (A-C/5-9)

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

Job description

Client Services Executive- Wealth Management

Location: Bromsgrove Head Office with Hybrid working

Contract type: Permanent

Hours: Full-time, 35 hours per week

This is a fantastic opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is oneof the UK's leading independent financial advisory and wealth management firms - providing expert advice and long-term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

The role:

The Client Services Executive 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.