Wealth Management Client Services Executive – Hybrid

AFH Financial Group.; Bromsgrove; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading independent financial advisory firm in Bromsgrove is seeking a Client Services Executive to provide administrative and technical support to Financial Advisers. The role includes client liaison, relationship management, and ensuring excellent customer service. Ideal candidates will have experience in an IFA support role, strong knowledge of financial products, and proficiency in Microsoft applications. Attractive benefits and hybrid working options are available.

Benefits

Training and qualifications support

Contributory pension scheme

Health benefit scheme

Flexible working options

Enhanced maternity and paternity pay

Qualifications

• Experience within a Financial Services IFA support role.
• Knowledge of modern platforms and financial products.
• Ability to use initiative and manage tasks.

Responsibilities

• Act as first point of contact for client queries.
• Work with advisers to manage client requests.
• Provide technical and administrative support.

Skills

Client Liaison & Servicing

Relationship Management

Financial Product Knowledge

Microsoft Applications

Process Improvement

Education

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

Job description

A leading independent financial advisory firm in Bromsgrove is seeking a Client Services Executive to provide administrative and technical support to Financial Advisers. The role includes client liaison, relationship management, and ensuring excellent customer service. Ideal candidates will have experience in an IFA support role, strong knowledge of financial products, and proficiency in Microsoft applications. Attractive benefits and hybrid working options are available.