Wealth Management Client Services Executive (Hybrid)

AFH Financial Group.; Barnstaple; Hybrid; GBP 25,000 - GBP 35,000; Full time

Job summary

A leading financial advisory firm in Barnstaple seeks a Client Services Executive to provide exceptional administrative and technical support. The role includes handling client inquiries, maintaining relationships, and supporting advisers. Ideal candidates will have experience in financial services and strong knowledge of various products, alongside proficient use of Microsoft applications. The firm offers training, a competitive salary, and flexible working options.

Benefits

Training and qualifications support

Contributory pension scheme

Health benefit scheme

Flexible working options

Enhanced maternity and paternity pay

Loyalty bonus

Social events

Qualifications

• Experience in a Financial Services IFA support role.
• Working knowledge of various financial products.
• Experienced with Microsoft applications.

Responsibilities

• Act as the first point of contact for client queries.
• Ensure timely handling of client requests.
• Provide administrative support to advisers.

Skills

Client Liaison & Servicing

Relationship Management

Provider & Third-Party Communication

Technical Support

Administration

Data Management

Process Improvements

FCA Compliance

Flexible Attitude

Education

GCSE level A-C/5-9 in English and Maths

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

Job description

A leading financial advisory firm in Barnstaple seeks a Client Services Executive to provide exceptional administrative and technical support. The role includes handling client inquiries, maintaining relationships, and supporting advisers. Ideal candidates will have experience in financial services and strong knowledge of various products, alongside proficient use of Microsoft applications. The firm offers training, a competitive salary, and flexible working options.