English Work, Jobs in Pentyrch, Crf (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Customer Service
Nebula Promotions —Cardiff
- Full-time
- Bilingual
- Spanish
- Customer service
- Free parking
- Referral programme
Quick apply
7d
Immediate start Part-Time Warehouse Operative
Deao Ltd —Pontypridd
- From £13 an hour
- Part-time
- Heavy lifting
- English
- Forklift
- Free parking
- Flexitime
Quick apply
5d
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Communications Officer
Cardiff University —Cardiff
- £28,031 - £31,236 a year
- Part-time
- Hybrid work
- University
- Annual leave
6d
Psychology Assistant
Cardiff University —Cardiff
- £28,031 - £31,236 a year
- Full-time
- Hybrid work
- University
- Psychology
- Annual leave
4d
Support Worker
PHOENIX SUPPORTED ACCOMMODATION LIMITED —Pontypridd
- £14.00 - £15.50 an hour
- Full-time
- English
- Working with children
- Travel
- Flexitime
Quick apply
International Projects Officer
Cardiff and Vale College —Cardiff
- £14,937 - £16,211 a year
- Part-time
- Customer service
- Communication skills
- Annual leave
10d
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount
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
3d
Sales/Customer Service
LPN GROUP LTD —Cardiff
- Full-time
- Sales
- Customer service
- English
Quick apply
8d
Healthcare Assistant (Driver)
Perfect Pal Healthcare Ltd —Cardiff
- Up to £19 an hour
- Part-time
- Hospitality
- Customer service
- No experience needed
- Paid training
- Annual leave
Quick apply
17h
Travel agent
Alexanders Group —Cardiff
- £2,200 - £2,500 a month
- Full-time
- Hybrid work
- Hospitality
- Customer service
- English
Quick apply
8d
Response Team Cleaner
Always Responsive Commercial Cleaning —Cardiff
- £13.50 an hour
- English
- Driving
- In-person
- Annual leave
Quick apply
7d
Complex Care Assistant
Aspire Care SW —Caerphilly
- £15 - £18 an hour
- Part-time
- Medication administration
- English
- Driving
- Free parking
- Flexible schedule
Quick apply
13d
Purchasing Assistant
Nisbets —Merthyr Tydfil
- £26,786 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Team Member
JRC Global Buffet CARDIFF —Cardiff
- Up to £12.71 an hour
- Serving
- Hospitality
- English
Quick apply
4d
Field Interviewer - Cardiff
the National Centre for Social Research —Cardiff
- £15.12 an hour
- Part-time
- Hybrid work
- English
- Travel
- Time management
- Annual leave
Quick apply
SIA Event Staff - Cardiff
Rubicon Facilities Management —Cardiff
- From £13 an hour
- Customer service
- English
- Driving
- Annual leave
Quick apply
Paralegal to Trainee Solicitor / NQ Level
Huttons Law —Cardiff
- £26,000 - £32,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Sick pay
Quick apply
13d

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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

english jobs in pentyrch, crf

Client Services Administrator

Customer Service

Immediate start Part-Time Warehouse Operative

Client Services Executive

Communications Officer

Psychology Assistant

Support Worker

International Projects Officer

Customer Service Advisor

Human Resources and Operations Assistant

Sales/Customer Service

Healthcare Assistant (Driver)

Travel agent

Response Team Cleaner

Complex Care Assistant

Purchasing Assistant

Team Member

Field Interviewer - Cardiff

SIA Event Staff - Cardiff

Paralegal to Trainee Solicitor / NQ Level

I want to receive the latest job alerts for english in pentyrch, crf

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