Client Services Administrator - Remote

AFH Wealth Management is proud to be oneof the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities s is a full-time, permanent remote opportunity
, with a competitive salary andrange of benefits.

The Client Services Administrator will play a vital role in supporting our Independent Financial Advisers (IFAs) in delivering high-quality financial advice. The role handles all the administrative duties to support their clients. The role ensures smooth operations within the firm, with focus on accurate documentation, communication, and regulatory compliance.

• Acting as the point of contact for client queries. Providing excellent customer service to maintain strong relationships with adviser, client and support staff
• Working with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out
• Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
• Preparing client review packs and process any follow up actions
• Ensuring all client data is accurate and up to date
• Maintaining the diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when needed
• Analysing and highlighting any process change recommendations to the relevant stakeholders for review
• Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines.

• Experience is required within a general administration role
• Experienced using Microsoft Word, Excel & Outlook
• Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
• A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
• GCSE level A-C/5-9 in English and Maths

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
• Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
• Health & wellbeing - The Medi Cash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses