Client Services Executive

Overview

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 Barnstaple office with hybrid working opportunities. This is a full-time, permanent role with a competitive salary and a range of benefits. This role provides administrative and technical support to both Financial Advisers and clients, ensuring delivery of good outcomes and putting clients first.

• 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 the business.
• Relationship Management – Work with advisers to ensure client requests are dealt with from start to finish in a timely manner, ensuring clear communication throughout. Hold regular 1:1 meetings with advisers to set workflow priorities, manage client expectations and keep clients 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 checks, fact finds and management of incoming post; preparation of client review packs, research, illustrations, liaison with the paraplanning team, preparation of new business packs and submission of new business cases; coordination and 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 and raise recommendations to relevant stakeholders.
• Policies and Procedures – Ensure adherence to internal policies and alignment with FCA guidelines.

• Experience in a Financial Services IFA support role with knowledge of a variety of modern platforms.
• Working knowledge of financial products including pensions, investments, and protection.
• Proficiency with Microsoft Word, Excel, Teams and Outlook.
• Ability to use own initiative, take ownership of tasks through to completion, and maintain a flexible, professional 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.

• Training and qualifications – support and funding for professional qualifications relevant to the role after successful probation.
• Contributory pension scheme and death-in-service benefit.
• Competitive salary and annual discretionary bonus after one year of service.
• Health benefit scheme including digital gym subscriptions, dental and optional treatments.
• Flexible working options and competitive holiday allowance, with buy/sell options.
• Enhanced maternity, adoptive 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 and more than 200 accredited advisers nationwide, 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 a Client Services Executive, please apply or email  We look forward to hearing from you!