Wealth Client Services Executive - Hybrid & Benefits

AFH Financial Group; 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

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