Overview
Client Services Executive - Wealth Management is a full-time, permanent role based in Bromsgrove with hybrid working opportunities. The role provides administrative and technical support to Financial Advisers and clients to deliver good outcomes and ensure clients are put first. A competitive salary plus a range of benefits is offered.
Key Responsibilities
* Client Liaison & Servicing - Act as the first point of contact for client queries and provide excellent customer service to maintain strong relationships across adviser, client and support staff.
* Relationship Management - Work with advisers to ensure all client requests are dealt with from start to finish in a timely manner, with clear and concise communication. Hold regular 1:1 meetings with advisers to set workflow priorities and manage expectations.
* 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 including pre-population of forms, money laundering, fact finds, 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, and oversight of payment requests.
* Maintenance of Client Records - Ensure client data is accurate and up to date.
* Continuous Process Improvements - Identify opportunities to improve internal processes to support good client outcomes and raise recommendations to stakeholders.
* Policies and Procedures - Ensure internal policies are adhered to and actions align with FCA guidelines.
What we are looking for in our ideal Client Services Executive
* Experience in a Financial Services IFA support role with knowledge of modern platforms.
* Working knowledge of financial products including pensions, investments and protection.
* Experience using Microsoft Word, Excel, Teams and Outlook.
* Ability to use own initiative, take ownership of tasks through to completion, and maintain a flexible and positive attitude.
* Ability to thrive in a fast-paced environment with a focus on quality and professionalism.
* GCSE level A-C/5-9 in English and Maths.
Benefits of working for AFH Wealth Management
* Training and qualifications - Support and funding for relevant professional qualifications after three-month probation.
* Contributory pension scheme and death-in-service benefit.
* Competitive salary and annual discretionary bonus, following one year’s service.
* Health benefit scheme - including digital gym subscriptions, dental and optional treatments and alternative therapies.
* Flexible working options and competitive holiday allowance, with annual buy and sell scheme options.
* Enhanced maternity, adoptive and paternity pay.
* Loyalty bonus and additional holiday days based on length of service.
* Employee referral bonus scheme.
* Social events.
How to apply
If you or anyone you know is interested in joining AFH Wealth Management as our Client Services Executive, please click “APPLY” or email recruitment@afhgroup.com. We look forward to hearing from you!
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