Financial systems Work, Jobs in Pontypridd, Rct (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Financial Planning Administrator / Trainee Paraplanner
Romilly Financial —Penarth
- £24,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Health & wellbeing programme
Quick apply
Financial Accountant
NoteMachine UK Ltd —Crickhowell
- Up to £50,000 a year
- Hybrid work
- Microsoft Excel
- Analysis skills
- Accounting
- Flexitime
- Work from home
Quick apply
Compliance and Continuous Improvement Coordinator
Eco2 Management Services Limited —Cardiff
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Continuous improvement
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
1d
Commercial Finance Analyst - Remote
Morgan Advanced Materials —Swansea
- Full-time
- Remote
- Management
Account Executive/Account Managers
Gallagher —Llantrisant
- Up to £28,500 a year
- Analysis skills
- Financial services
- Communication skills
- Employee stock purchase plan
- Life insurance
Finance Analyst - NWJCC
Cwm Taf Morgannwg University Health Board —Pontypridd
- £32,557 - £39,631 a year
- Full-time
- Bilingual
- Contracts
2d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Sales Executive Omoda Jaecoo (Experienced)
Hutchings Motor Group —Pontypridd
- £39,500 - £60,000 a year
- Full-time
- Sales
- Customer service
- IT
- Free parking
- Health & wellbeing programme
Quick apply
12d
SAP S/4HANA Finance Accountant
Welsh Water —Newport
- £41,300 - £45,000 a year
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Accounting
- Free parking
- Annual leave
Admissions and Compliance Manager
Ideal Study Abroad Ltd —Aberdare
- £3,700 - £4,500 a month
- Full-time
- Bachelor's degree
- Communication skills
- Teaching
- Free parking
Quick apply
2d
Senior Member Support Manager
Yonder —Cardiff
- £64,210 - £78,055 a year
- Hybrid work
- IT
- Annual leave
4d
Financial Controller
MAJESTIC HOTEL —Cardiff
- £35,000 - £50,000 a year
- Full-time
- Analysis skills
- Accounting
- In-person
Quick apply
Supply Chain Operational Buyer
TT Electronics plc —Abercynon
- Full-time
- Annual leave
- Employee assistance programme
Wintel Engineer/Consultant
CGI —Bridgend
- Full-time
- Azure
- Windows
- Mentoring
Quick apply
Finance Officer
Citizen Voice Body for Health and Social Care Wales (operating name Llais) —Cardiff
- £28,819 - £31,626 a year
- Full-time
- Hybrid work
- Travel
- Annual leave
- Employee assistance programme
5d
Procurement Specialist
Welsh Water —Newport
- £47,240 a year
- Hybrid work
- Contracts
- Communication skills
- Negotiation
- Free parking
- Annual leave
Process Engineer
IQE —Cardiff
- £50,000 - £55,000 a year
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
Buyer
BBI Solutions —Newbridge
- Full-time
- Analysis skills
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
Associate, Analyst NAA Operations CoE, Audit and Assurance - Permanent/ 12 Month FTC/ Secondment
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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

financial systems jobs in pontypridd, rct

Client Services Administrator

Financial Planning Administrator / Trainee Paraplanner

Financial Accountant

Compliance and Continuous Improvement Coordinator

Commercial Finance Analyst - Remote

Account Executive/Account Managers

Finance Analyst - NWJCC

Administrator

Sales Executive Omoda Jaecoo (Experienced)

SAP S/4HANA Finance Accountant

Admissions and Compliance Manager

Senior Member Support Manager

Financial Controller

Supply Chain Operational Buyer

Wintel Engineer/Consultant

Finance Officer

Procurement Specialist

Process Engineer

Buyer

Associate, Analyst NAA Operations CoE, Audit and Assurance - Permanent/ 12 Month FTC/ Secondment

I want to receive the latest job alerts for financial systems in pontypridd, rct

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