Admin Work, Jobs in Treforest, Rct (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Customer Service Administrator
Seda UK —Blackwood
- £26,500 a year
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Veterinary Receptionist
Medivet Group Ltd —Llandaff
- £5,971.16 a month
- Part-time
- Social media management
- Front desk
- Annual leave
- Employee discount
4d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Consultancy Department Admin Assistant
Fire Rite UK Ltd —Caerphilly
- From £26,437 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
3d
Business Development Administrator
Lorne stewart PLC —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Free parking
- Health & wellbeing programme
Quick apply
5d
Office Administrator
ELA CONTRACTORS LIMITED —Cardiff
- £27,500 a year
- Full-time
- In-person
- Free parking
Quick apply
5d
Customer Service Administrator
Wild Water Group —Cardiff
- £26,436.80 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
4d
Office Administrative Assistant - PART-TIME - 20 Hours
COPA-DATA UK —Pencoed
- £25,500 - £27,000 a year
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Health & wellbeing programme
- Life insurance
Quick apply
14h
Team Secretary
Cwm Taf Morgannwg University Health Board —Porth
- £26,813 - £27,890 a year
- Full-time
- Communication skills
5d
Office Administrator
P&P Builders —Pontypool
- From £26,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Alarm Administrator
Innovative Fire & Security —Cardiff
- £14 - £16 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
Quick apply
Administrator to the Guardian of Safe and Flexible Working
NHS Wales Shared Services Partnership —Cardiff
- £26,813 - £27,890 a year
- Full-time
10h
Receptionist/Administrator
Cathedral Dental Clinic —Cardiff
- From £25,800 a year
- Full-time
- Customer service
- Administrative experience
- Front desk
- Free parking
- Employee discount
Quick apply
6d
GP Practice Administrator
Lansdowne Surgery —Cardiff
- £12.71 an hour
- Part-time
- Administrative experience
- Organisational skills
- In-person
- Free parking
Quick apply
11d
Customer Services Administrator
Wales Environmental Limited —Cardiff
- £26,500 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Annual leave
Quick apply
3d
Operational Business Support Administrator
South Wales Police —Bridgend
- £25,948 - £29,859 a year
- Full-time
- Administrative experience
- Annual leave
12d
Administrative Assistant
Cardiff University —Cardiff
- £25,249 - £26,093 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- University
- Annual leave
17h
Accounts Administrator
A & M GROUP —Bridgend
- £14,500 - £15,500 a year
- Part-time
- Customer service
- Administrative experience
- Analysis skills
- Free parking
Quick apply
11d
Business Support Administrator Cardiff
SDS Engineering —Cardiff
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexible schedule

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Client Services Administrator

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
GCSE

Full job description

Client Services Administrator - Cardiff

AFH Wealth Management is proud to be one of 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 at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

This role will be based from our Cardiff office.

Client Services Administrator

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.

As our Client Services Administrator, you will be responsible for:

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.

What we are looking for in our ideal Client Service Administrator:

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

Benefits and Perks at AFH

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 MediCash 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

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

Apply Now

Refine Your Search

admin jobs in treforest, rct

Client Services Administrator

Customer Service Administrator

Veterinary Receptionist

Administrator

Consultancy Department Admin Assistant

Business Development Administrator

Office Administrator

Customer Service Administrator

Office Administrative Assistant - PART-TIME - 20 Hours

Team Secretary

Office Administrator

Alarm Administrator

Administrator to the Guardian of Safe and Flexible Working

Receptionist/Administrator

GP Practice Administrator

Customer Services Administrator

Operational Business Support Administrator

Administrative Assistant

Accounts Administrator

Business Support Administrator Cardiff

I want to receive the latest job alerts for admin in treforest, rct

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