Wealth Management Client Services Specialist
Job in
Bromsgrove, Worcestershire, B61, England, UK
Listed on 2026-08-09
Listing for:
AFH Wealth Management
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
AFH Wealth Management in Bromsgrove is seeking a Client Services Executive to provide administrative and technical support to Financial Advisers and clients. You will help deliver good outcomes and keep our clients first in all we do.
Hybrid working and a competitive salary and range of benefits are on offer. Key duties include client liaison, relationship management, and coordination with providers and the paraplanning team to prepare packs and submit new business cases, while maintaining
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