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A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms. We are looking for those who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. This is a full-time, permanent role with a competitive salary and range of benefits. The role provides administrative and technical support to Financial Advisers and clients, delivering good outcomes and putting clients first.
Key Responsibilities
* 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 client requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication throughout. Hold regular 1:1 meetings 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 client requests are followed up and escalated when necessary.
* Administration Support – 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 – Ensure all client data is accurate and up to date.
* Continuous Process Improvements – Look for ways to improve internal processes to support good client outcomes, highlighting recommendations to 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
* Experience in a Financial Services IFA support role, with knowledge of various modern platforms
* Working knowledge of pensions, investments, and protection products
* Proficient in Microsoft Word, Excel, Teams and Outlook
* Ability to use initiative and ownership of tasks through to completion, with a flexible and positive attitude
* Thrives in a fast-paced environment with a focus on quality and professionalism
* GCSE level A-C/5-9 in English and Maths
Benefits
* Training and qualifications – support and funding for professional qualifications after probation
* Contributory pension scheme and death-in-service benefit
* Competitive salary and annual discretionary bonus after one year of service
* Health benefit scheme – digital gym subscriptions, dental and other services
* Flexible working options and holiday allowance with buy/sell options
* Enhanced maternity, adoption and paternity pay
* Loyalty bonus and additional holiday days based on length of service
* Employee referral bonus scheme
* Social events
With over 30 years of experience, AFH is one of the UK's leading independent financial advisory firms. If you or anyone you know is interested in becoming part of our growing community as our Client Services Executive, get in touch and click ‘APPLY' today or email us. We look forward to hearing from you!
Note: This posting is listed as part of TieTalent and AFH Wealth Management opportunities.
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