Client Services salaries in Pontcanna, CRF

Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and…

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…

Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time.

Full UK driving licence and access to a vehicle. Coordinate interventions such as home visits, support sessions, and multi-agency responses to ensure a holistic…

£27,000 a year

Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing…

11 days ago

Have a good telephone manner and be comfortable speaking with clients on the telephone. Replying to sales enquiries on both freehold / leasehold properties.

11 days ago