Administrator Work, Jobs in Porth, Rct (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Team Secretary
Cwm Taf Morgannwg University Health Board —Porth
- £26,813 - £27,890 a year
- Full-time
- Communication skills
2d
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
Accounts Administrator
A & M GROUP —Bridgend
- £14,500 - £15,500 a year
- Part-time
- Customer service
- Administrative experience
- Analysis skills
- Free parking
Quick apply
8d
Operational Business Support Administrator
South Wales Police —Bridgend
- £25,948 - £29,859 a year
- Full-time
- Administrative experience
- Annual leave
9d
Data & Compliance Administrator
Apprenticeship Group Wales Ltd —Caerphilly
- Up to £13,218.40 a year
- Part-time
- Customer service
- Administrative experience
- In-person
- Health & wellbeing programme
Quick apply
Office Manager
Concept Fabrications Cymru —Cardiff
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Learning & Development Administrator
IQUW Group —Swansea
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Office Manager
RHONDDA DAMP PROOFING LTD —Treorchy
- £29,000 - £30,000 a year
- Full-time
- Administrative experience
- Accounting
- Human resources
Quick apply
2d
Administrative Assistant - Library Service
Rhondda Cynon Taf —Rhondda Cynon Taff
- £26,824 a year
- Full-time
8d
Receptionist (Veterinary)
Valley Vets —Cardiff
- From £25,587.77 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Health & wellbeing programme
- Employee assistance programme
Quick apply
4d
Administrative Assistant
Mirus Wales —Bridgend
- £26,841 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
2d
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
2d
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
Finance Assistant
Citizens Advice Bridgend —Bridgend
- Up to £26,820 a year
- Part-time
- Administrative experience
- Organisational skills
- IT
Quick apply
2d
Receptionist
VINCI Facilities UK —Merthyr Tydfil
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
- Employee discount
14d
Office Administrator
ELA CONTRACTORS LIMITED —Cardiff
- £27,500 a year
- Full-time
- In-person
- Free parking
Quick apply
2d
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
9h
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
12h
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply

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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

administrator jobs in porth, rct

Client Services Administrator

Team Secretary

Financial Planning Administrator / Trainee Paraplanner

Accounts Administrator

Operational Business Support Administrator

Data & Compliance Administrator

Office Manager

Learning & Development Administrator

Office Manager

Administrative Assistant - Library Service

Receptionist (Veterinary)

Administrative Assistant

Business Development Administrator

Customer Service Administrator

Finance Assistant

Receptionist

Office Administrator

Consultancy Department Admin Assistant

Customer Services Administrator

Administrator

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