Wealth Management Client Services Specialist

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

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