Hybrid Wealth Management Client Services Specialist

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

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