Wealth Management Client Services Associate - Hybrid

AFH Financial Group; Bromsgrove; Hybrid; GBP 27,000 - 36,000; Full time

Benefits offered by this job

Flexible working

Holiday allowance

Pension scheme

Discretionary bonus

Health & wellbeing

Professional development

Shopping discounts

Job summary

AFH Wealth Management is seeking a Client Services Executive to provide essential administrative and technical support to our financial advisers and clients. The role focuses on delivering excellent service and ensuring client outcomes align with our standards.

Based at our Bromsgrove head office with hybrid working, you will handle client queries, manage documentation, and coordinate with the paraplanning team and investment platforms. A fast-paced, professional environment awaits.

Qualifications

• Experience in a Financial Services IFA support role.
• Knowledge of pensions, investments and protection products.
• Proficient with Microsoft Office applications (Word, Excel, Teams, Outlook).
• Ability to work on own initiative and take ownership of tasks to completion.
• Thrives in a fast-paced environment with a focus on quality and professionalism.

Responsibilities

• Provide administrative and technical support to Financial Advisers and clients.
• Act as first point of contact for client queries and maintain strong relationships across the business.
• Coordinate preparation of client review packs, illustrations, and new business packs; liaise with paraplanning team.
• Liaise with providers and investment platforms; ensure requests are followed up and escalated when needed.
• Maintain accurate and up-to-date client records and assist with FCA guidelines.

Skills

Customer service

Relationship management

Communication

Education

GCSE English & Maths

Tools

Microsoft Office

Job description

AFH Wealth Management is seeking a Client Services Executive to provide essential administrative and technical support to our financial advisers and clients. The role focuses on delivering excellent service and ensuring client outcomes align with our standards.

Based at our Bromsgrove head office with hybrid working, you will handle client queries, manage documentation, and coordinate with the paraplanning team and investment platforms. A fast-paced, professional environment awaits.