Client Service Executive - Remote working, Taunton
**Responsibilities**
* Client Liaison & Servicing: Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with advisers, clients, and support staff across all areas of the business.
* Relationship Management: Work with advisers to ensure all client requests are handled promptly, with clear communication. Hold regular 1:1 meetings to set workflow priorities, manage expectations, and keep clients informed.
* Provider & Third-Party Communication: Liaise with providers and investment platforms to ensure follow-up and escalation of client requests when necessary.
* Administration Support: Provide technical and administrative support to IFA teams, including form pre-population, compliance checks, fact finds, review packs, research, illustrations, and submission of new business cases.
* Maintenance of Client Records: Ensure all client data is accurate and up-to-date.
* Continuous Process Improvements: Identify and suggest improvements to internal processes to enhance client service quality.
* Policies and Procedures: Adhere to internal policies and FCA guidelines.
**Ideal Candidate**
* Experience in a Financial Services IFA support role with knowledge of modern platforms.
* Understanding of financial products such as pensions, investments, and protection.
* Proficient in Microsoft Office applications.
* Self-motivated, proactive, and flexible.
* Thrives in a fast-paced environment with a focus on quality and professionalism.
* GCSE grades A-C/5-9 in English and Maths.
**Benefits**
* Support for professional qualifications after probation.
* Contributory pension and death-in-service benefits.
* Health benefits including gym, dental, and therapies.
* Flexible working and holiday options.
* Enhanced maternity, paternity, and adoption pay.
* Loyalty bonuses and additional leave based on service.
* Employee referral scheme and social events.
With over 30 years of experience and 200+ advisers, AFH is a leading independent financial advisory firm in the UK.
If you're interested or know someone who might be, click 'APPLY' or email recruitment@afhgroup. We look forward to hearing from you!
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