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Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms. With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. This role is a core fu

Client Services Executive - Wealth Management A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business in our Cardiff office with hybrid working opportunities. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits. This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities as our Client Services Executive will include: Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business Relationship Management – Work 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. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests Maintenance of Client Records - ensuring all client data is accurate and kept up to date Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines. What we are looking for in our ideal Client Services Executive: Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms Working knowledge of a variety of financial products, including pensions, investments, and protection. Experienced using all Microsoft applications, including Word, Excel, Teams and 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 Benefits of working for AFH Wealth Management: Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation Contributory pension scheme, and death-in-service benefit Competitive salary and annual discretionary bonus, following one year's service Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies Flexible working options and competitive holiday allowance, with annual buy and sell scheme options Enhanced maternity, adoptive and paternity pay Loyalty bonus and additional holiday days, based on length of service Employee referral bonus scheme Social events With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK's leading independent financial advisory firms. If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY' today or email us via . We look forward to hearing from you! TPBN1_UKTJ

Specialist Recruiters in Financial Services.Cardiff (Full time in the office).This is an excellent opportunity for a developing or experienced Paraplanner to join a supportive and collaborative financial planning environment.Youll be working closely with experienced advisers and planners, contributi

The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5:30pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Ambition to progress into a Fi

A well-established IFA business in Chester and North Wales is seeking an experienced Financial Advisor.

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. Minimum 5 years' IFA administration experience.

James's Place Wealth Management is looking for a Business Administrator to join their team in Horsham.This hybrid role involves managing case progression and client communications while ensuring all documentation is complete.The ideal candidate will have experience in financial services, strong orga

Are you an organised, people-focused Sales Co-ordinator who thrives in a fast-paced environment?.Our client is a leading UK manufacturer with a proud family heritage, offering a supportive team, and standout perks like your birthday off and early Friday finishes! Apply today!.Salary up to £27,000 p

A respected financial services firm is seeking a Senior IFA Administrator to support Office Managers and Financial Planners. The ideal candidate has over 5 years of IFA administration experience, strong knowledge of investments and pensions, and excellent organizational skills.

The salary advertised is full time (35 hours per week, 52 weeks per year).Part-time hours / sessional posts will be pro-rated accordingly.This is a 39 week sessional post i.Monday - Thursday, 08:45-15:15.Campie Primary School nestles within the East Lothian town of Musselburgh to the west of the riv

Join our award-winning school cleaning team.We’re proud of our award-winning service, recognised with:.ASSIST-FM Contribution to Cleaning Award - 2022.APSE Building Cleaning Innovation Award - 2023.Building Cleaning Most Improved Performance Networks Award – 2024.ASSIST – FM Contribution to Cl

General Assistant / Cleaner - Cardiff Llanishen.At JD Gyms, we believe a clean, safe, and welcoming environment is just as important as the equipment we offer.We’re on the lookout for a General Assistant (Cleaner) who takes pride in their work and wants to be part of a fast-growing fitness

A job that feels like it matters because it does.You’re showing up for someone who needs support, encouragement or a bit of routine.Whether it’s helping with everyday tasks, listening when things feel overwhelming, or simply being a calm presence your work makes a real difference.You’ll help p

The salary advertised is full time (35 hours per week, 52 weeks per year).Part-time hours / sessional posts will be pro-rated accordingly.This is a 39 week sessional post i.Temporary until 31st March 2027.Wednesday - Thursday, 10:00-15:15.We are looking for an enthusiastic Early Years Support Worker

At ASK Italian, our people are the heart of our restaurants.ASK Factor is our philosophy, who we are, and showcases our inclusive and full-hearted personality.We're a diverse group of individuals, brought together by our shared passion for delivering excellent food and service.We support everyone in

The salary advertised is full time (35 hours per week, 52 weeks per year).Part-time hours / sessional posts will be pro-rated accordingly.This is a 39 week sessional post i.Monday - Thursday, 08:30-15:00.This is an excellent opportunity for someone who wants to progress their Early Years Career at C

Veterinary Receptionist - Portishead.If you enjoy providing great service and working in a team, we have just the opportunity for you to join the team as an Experienced Veterinary Receptionist at our Portishead Vets for Pets practice.What your typical day will look like:.Your focus is to provide an

The salary advertised is full time (35 hours per week, 52 weeks per year).Part-time hours / sessional posts will be pro-rated accordingly.This is a 39 week sessional post i.Monday - Thursday, 11:30-15:00.You will be asked to indicate which post(s) you would like to be considered for when you complet

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to £700 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your op

Residential Childcare Support Worker (Sessional/Casual).Sleep-in allowance of £46 per night as and when the business requires.Headway Adolescent Resources was formed in 1999 and has established a good reputation in the residential.

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Please note: We are unable to consider Skilled Worker or Student Visa applicants for this role.Extraordinary Days, Every Day’.At CareTech, we are committed to delivering Extraordinary Days, Every Day through high-quality, person-centred care.Our focus is on empowering independence, building confid

Superior Healthcare is recruiting.Senior Community Healthcare Support Workers.This is a rewarding night-shift role working with children who have complex clinical needs within their family homes.

Please note: We are unable to consider Skilled Worker or Student Visa applicants for this role.Extraordinary Days, Every Day’.At CareTech, we are committed to delivering Extraordinary Days, Every Day through high-quality, person-centred care.Our focus is on empowering independence, building confid

The Operational Consultant is a hands-on role responsible for embedding the preferred cash flow modelling solution (Conquest) across the group.The role may extend to supporting the central change team in improving the efficiency and effectiveness of our Hub operations through technology and operatio

Job Description Closing date: 19-05-2026 Warehouse Operative - Night Shift - Biggleswade £12.Night shift (10pm – 6am), 5 over 7 days including weekends.The Co-op, Biggleswade Distribution Centre, Pegasus Drive, Biggleswade, SG18 8YY.Please check you can reliably commute to the warehou

Pick a career packed with opportunities.Join Ocado Logistics Andover today! .As a Weekend Warehouse Operative for Ocado Logistics you are at the heart of preparing orders for customers.Join our warehouse in Andover, where you'll be working in a state-of-the-art facility preparing orders for custome

Job Description Closing date: 19-05-2026 Warehouse Operative - Back Shift - Biggleswade £12.Back shift (2pm – 10pm), 5 over 7 days including weekends.Permanent The Co-op, Biggleswade Distribution Centre, Pegasus Drive, Biggleswade, SG18 8YY **Please check you can reliably comm

Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.We are seeking passionate and dedicated.Childrens Support Workers to join our team on a fixed rota.As a Childrens Support Worker, you will work collaboratively to deli

Early Morning Delivery Drivers Needed! Join News Team Group, a fast-growing company delivering newspapers and magazines to homes and businesses across the UK.Were looking for reliable, self-employed delivery drivers who are ready to hit the road and make an impact in their local community.Join a te

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Vehicle Collection & Delivery Driver.Response-able Solutions Ltd are the UKs leading and most prestigious vehicle logistic company for both driven and transported vehicles in the UK, providing a professional first-class service to our customers Nationwide.Due to exceptional growth, we require self-e

Join Yodel by InPost - Deliver More & Earn More.Yodel is now part of the InPost family, connecting you to one of the UK's largest parcel delivery networks.Every week, we deliver millions of parcels across the UK - including to over 10,000 convenient parcel lockers.We're looking for Self-Employed

Care Worker - Community Based working9am-6pm Care Worker pay rate: £14.Location: Caerphilly Hours 9am-6pm Candidates must have long term right to work - No skilled worker visa option Benefits: Free blue light discount card Employee Assistant Program On going training and development Long service

We are looking for a Care & Support Worker to join us here at Southern Housing on the Isle of Wight! You will work as part of a team providing personalised care and support to residents and people who use our services in line with established care and support plans.You will work with older people, f

Job Advert Mencap is seeking passionate Support Workers to join our incredible team in Gorleston.As a Support Worker, youll have the opportunity to make a real difference in the lives of individuals with learning disabilities.You will be working with a diverse group of people, each with their own un

Support Worker Location: Conwy Pay Rate: £14.Reference: SW/CONWY/2 Are you a compassionate individual looking to make a difference in peoples lives? Wed like you to join us at Jane Lewis as a Support Worker in Conwy What We Offer you as a Support Worker: Competitive pay: From £14.Flexible shifts t