352

Wealth Management jobs in United Kingdom

Wealth Management Client Services Specialist (12-Month FTC)

AFH Financial Group.

Bromsgrove
Hybrid
GBP 60,000 - 80,000
30+ days ago
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Hybrid Wealth Client Support Specialist

Skybound Wealth Management Limited

Bournemouth
Hybrid
GBP 25,000 - 35,000
8 days ago

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Wealth Management Client Services Specialist (12-Month FTC)
AFH Financial Group.
Bromsgrove
Hybrid
GBP 60,000 - 80,000
Full time
30+ days ago

Job summary

A leading financial advisory firm in Bromsgrove is seeking a Client Services Executive. This full-time role involves providing exceptional support to Financial Advisers and clients, ensuring effective communication and administration. Ideal candidates will have experience in Financial Services, strong Microsoft skills, and a focus on quality service. Competitive salary and benefits offered, including professional development support.

Benefits

Training and qualifications support
Contributory pension scheme
Health benefit scheme
Flexible working options

Qualifications

  • Experience within a Financial Services IFA support role.
  • Sound knowledge of various financial products.
  • Able to use own initiative and completes tasks.

Responsibilities

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

Skills

Client Liaison
Relationship Management
Administration Support
Process Improvements
Microsoft Office

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 Bromsgrove is seeking a Client Services Executive. This full-time role involves providing exceptional support to Financial Advisers and clients, ensuring effective communication and administration. Ideal candidates will have experience in Financial Services, strong Microsoft skills, and a focus on quality service. Competitive salary and benefits offered, including professional development support.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.