Job Title

Client Services Executive - Wealth ManagementA fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.Key Responsibilities as our Client Services Executive will include:Client Liaison & Servicing – Acting 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 businessRelationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informedProvider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessaryAdministration Support - To 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 requestsMaintenance of Client Records - ensuring all client data is accurate and kept up to date.Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for reviewPolicies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelinesWhat we are looking for in our ideal Client Services Executive:Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platformsWorking knowledge of a variety of financial products, including pensions, investments, and protectionExperienced using all Microsoft applications, including Word, Excel, Teams and OutlookAble to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitudeA focused individual who thrives in a fast-paced environment and has a drive for quality and professionalismGCSE level A-C/5-9 in English and MathsBenefits of working for AFH Wealth Management:Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probationContributory pension scheme, and death-in-service benefitCompetitive salary and annual discretionary bonus, following one year’s serviceHealth benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapiesFlexible working options and competitive holiday allowance, with annual buy and sell scheme optionsEnhanced maternity, adoptive and paternity payLoyalty bonus and additional holiday days, based on length of serviceEmployee referral bonus schemeSocial eventsWith over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today or email us via recruitment@. We look forward to hearing from you!