Client Services Executive - Wealth Management

A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.

We are looking for individuals who wish to grow with us in our Bromsgrove office, with hybrid working opportunities. This is a full-time, permanent role with a competitive salary and benefits.

This role is central to our business, providing exceptional administrative and technical support to our Financial Advisers and clients. You will ensure good outcomes and prioritize our clients in all actions.

Key Responsibilities

1. Client Liaison & Servicing: Act as the first point of contact for client queries, providing excellent customer service and maintaining strong relationships across the business.
2. Relationship Management: Collaborate with advisers to handle client requests efficiently, communicate clearly, and manage expectations effectively.
3. Provider & Third-Party Communication: Liaise with providers and investment platforms to follow up on client requests and escalate when necessary.
4. Administration Support: Support IFAs with form pre-population, AML procedures, fact finds, client review packs, research, illustrations, and new business submissions.
5. Maintenance of Client Records: Ensure all client data is accurate and up-to-date.
6. Continuous Process Improvements: Seek ways to improve internal processes for better client outcomes and suggest enhancements to stakeholders.
7. 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.
• Proficiency in Microsoft Office applications.
• Initiative-taking, ownership, and a positive attitude.
• Ability to work in a fast-paced environment with professionalism.
• GCSE grade A-C/5-9 in English and Maths.

Benefits

• Support for professional qualifications post-probation.
• Contributory pension, death-in-service benefit.
• Competitive salary and discretionary bonus.
• Health benefits including digital gym, dental, and therapies.
• Flexible working and holiday schemes.
• Enhanced family leave pay.
• Loyalty bonuses and extra holidays based on service.
• Employee referral scheme and social events.

With over 30 years of experience and 200+ advisers nationwide, AFH is a leading independent financial advisory firm.

If interested, please click ‘APPLY’ or email us to join our growing community. We look forward to hearing from you!