Operations support Work, Jobs in Lisvane, Crf (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Records Officer
The Royal Mint —Llantrisant
- £30,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- SharePoint
- Free parking
- Annual leave
10d
Store Assistant
Aldi —Cardiff
- £13.50 - £14.47 an hour
- Day shift
- Customer service
- Annual leave
Call Centre bookings advisor
Mon Motors —Cardiff
- £27,248 - £31,000 a year
- Full-time
- Hybrid work
- Customer service
- In-person
- Communication skills
- Paid training
- Annual leave
Quick apply
Part Time Office Assistant
Snap Services Ltd —Cardiff
- £12.71 - £14.00 an hour
- 8 hour shift
- No experience needed
- English
- Accounting
Quick apply
3d
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
1d
Human Resources and Operations Assistant
Stage Sound Services Ltd —Cardiff
- £27,976.00 - £30,742.40 a year
- Full-time
- English
- Administrative experience
- Human resources
- Free parking
- Annual leave
Quick apply
1d
Porter
Spire Healthcare —Cardiff
- Part-time
- Communication skills
- Free parking
- Annual leave
4d
Business Support - Network Project
Practice Solutions —Mountain Ash
- £10,491 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
1d
Tutor Operations Officer
Learna Ltd —Cardiff
- From £26,400 a year
- Full-time
- Hybrid work
- CRM software
- Google Suite
- Microsoft Office
- Free parking
- Employee assistance programme
Quick apply
1d
Business Analyst
Advanced Secure Technologies —Saint Mellons
- £40,000 - £45,000 a year
- Full-time
- Azure
- Data analysis skills
- Project management
- Free parking
Quick apply
Office Administrator
Grid Electrical Solutions Ltd —Newport
- £28,000 a year
- Full-time
- Continuous improvement
- Organisational skills
- In-person
- Free parking
- Annual leave
Quick apply
9d
Customer Experience & Operations Executive
Boyce Group —Newport
- Up to £28,000 a year
- Part-time
- Microsoft Word
- Hospitality
- Microsoft Outlook
Quick apply
11d
In Store Team Member
Domino's —Cardiff
- £8.00 - £12.71 an hour
- Weekend availability
- Customer service
- No experience needed
- Communication skills
- Paid training
- Annual leave
Property Inspector
Willow Tree Housing Partnership —Axbridge
- £38,625 a year
- Full-time
- Maintenance
- English
- In-person
- Annual leave
Quick apply
Estates Officer (Caretaker)
Bryn Deri Primary School —Cardiff
- £25,989 - £28,142 a year
- Full-time
- Schematics
- Maintenance
- Electrical experience
- Free parking
Quick apply
Data Protection Monitoring & Compliance Analyst
OFGEM —Cardiff
- £35,232 - £48,561 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Communication skills
- Annual leave
- Flexible schedule
Community Assistant
Welsh ICE —Caerphilly
- £26,400 a year
- Full-time
- Hybrid work
- Hospitality
- Care plans
- Communication skills
- Free parking
- Flexible schedule
Quick apply
3d
Pathway Operations Lead
Welsh Dragons —Cardiff
- £28,081 - £32,240 a year
- Weekend availability
- Hybrid work
- Travel
- Free parking
- Annual leave
Quick apply
Medical Records Team Lead
Spire Healthcare —Cardiff
- Full-time
- Hospital
- Customer service
- Organisational skills
- Free parking
- Annual leave
11d

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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

operations support jobs in lisvane, crf

Client Services Administrator

Records Officer

Store Assistant

Call Centre bookings advisor

Part Time Office Assistant

Customer Services Administrator

Human Resources and Operations Assistant

Porter

Business Support - Network Project

Tutor Operations Officer

Business Analyst

Office Administrator

Customer Experience & Operations Executive

In Store Team Member

Property Inspector

Estates Officer (Caretaker)

Data Protection Monitoring & Compliance Analyst

Community Assistant

Pathway Operations Lead

Medical Records Team Lead

I want to receive the latest job alerts for operations support in lisvane, crf

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