Client advisor Work, Jobs in Swansea, Swa (with Salaries)

Financial Services Administrator - FCA Compliant
Waddle Insurance —Swansea
- From £26,000 a year
- Full-time
- Customer service
- Accounting
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
11d
Customer Service Advisor
TP ADMIN (SWANSEA) LIMITED —Gorseinon
- £30,000 - £50,000 a year
- Part-time
- Salesforce
- Analysis skills
- Financial services
- Free parking
Quick apply
3d
Customer Service and Sales Advisor
Cycle Solutions (Cycle to Work) Ltd —Swansea
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Office Based - Customer Support Advisor
Cruise Nation —Swansea
- £26,436 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Employee discount
Quick apply
4d
PART-TIME REGIONAL DIRECTOR - business development focus
Boardroom Advisors —Swansea
- £50,000 - £100,000 a year
- Sales
- Customer service
- Business development
Quick apply
Insurance Agent
SJL Insurance Service —Swansea
- Full-time
Quick apply
Insurance Agent
SJL Insurance Services —Swansea
- Full-time
HR & People Operations Lead
Red Dragon Group —Tycroes
- Up to £32,000 a year
- Part-time
- Hybrid work
- Team management
- Conflict management
- Recruiting
- Free parking
- Health & wellbeing programme
Quick apply
7d
Mortgage Advisor
Mortgage Advice Bureau —Swansea
- Hybrid work
- Travel
Health, Safety, Environment & Quality Advisor (Contract)
Greenvolt —Gowerton
- £50,000 - £55,000 a year
- Full-time
- Continuous improvement
- Travel
- Organisational skills
Quick apply
Client Services & Front of House Advisor - Pontyclun
JNP Legal —Pontyclun
- From £23,132.20 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
- Free parking
- Health & wellbeing programme
Quick apply
8d
Project Co-ordinator
Carmarthenshire County Council —Carmarthen
- £18.36 - £20.66 an hour
- Full-time
- Construction experience
- Budgeting
- Annual leave
- Employee discount
Sales and Customer service Advisor
Juss Marketing —Bridgend
- £400 - £600 a week
- Communication skills
Strategic Accounts Executive
Tes Global —Llantrisant
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Travel
Quick apply
Tax Advisor
MHA Broomfield Alexander —Swansea
- Full-time
- Microsoft Word
- Communication skills
- Tax experience
L'Oréal Luxe Multi-Brand Counter Manager, Boots Llantrisant (37.5 Hours) - FTC 30/11/2027
l'Oréal —Llantrisant
- Full-time
- Customer service
- Bachelor's degree
- Team management
- Annual leave
- Referral programme
Quick apply
11d
Accounts Senior - Bridgend
Xeinadin —Bridgend
- Customer service
- Mentoring
- Communication skills
- Annual leave
- Employee assistance programme
Principal Engineer
Knights Brown —Bridgend
- Civil engineering
- Engineering
- Continuous improvement

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client advisor jobs near swansea, swa

Financial Services Administrator - FCA Compliant

Waddle Insurance -
Swansea

Quick apply

Job details

Full-time
From £26,000 a year
11 days ago

Benefits

Free parking
Health & wellbeing programme
Company pension
Company events

Qualifications

Customer retention
Customer service
Appointment booking and call handling
Accounting
Payroll
Appointment scheduling

Full job description

Hours of work: 10:00am-6:30pm Monday – Thursday and 9:30am-4:30pm Friday

Website:

Job Type: Permanent

About Us

At Waddle, we pride ourselves on delivering exceptional protection advice and outstanding client service. As a growing, FCA-regulated business, we are dedicated to maintaining the highest standards of compliance and customer care. We’re looking for an organised and proactive Office Administrator to join our dynamic team and help ensure everything runs smoothly behind the scenes.

The Role

As our Administrator, you’ll play a key part in supporting our Protection Advisors and ensuring our clients receive a seamless experience. This role focuses on the operational and compliance side of the business, ensuring that all documentation, policies, and client communications are handled accurately and efficiently.

You’ll also contribute to client retention by conducting follow-up calls, walking clients through welcome pack documents, and helping them understand their insurance packages. This is a vital role for someone who takes pride in accuracy, enjoys structure, and thrives in a detail-oriented environment.

Key Responsibilities

Support Protection Advisors with administrative and compliance tasks.
Liaise with insurance providers, clients, and surgeries to maintain clear communication channels.
Assist with client retention by conducting Welcome Pack reviews and booking follow-up appointments.
Guide clients through completing internal and trust documents.
Manage incoming and outgoing communication, including phone calls and emails.
Handle appointment scheduling, diary management, and call filtering.
Support with managing client claims and policy updates (cover reduction, reinstatement, etc.).
Ensure all client and policy documents are accurate, up-to-date, and compliant.

About You

We’re looking for someone who is:

Exceptionally organised and detail-oriented.
A confident communicator with excellent written and verbal skills.
Comfortable managing multiple priorities and maintaining accuracy under pressure.
Experienced in administrative or compliance roles (insurance or financial services experience is an advantage).
Proficient with Google sheets and comfortable learning new systems quickly.
Driven by delivering excellent customer service and ensuring positive client experiences.

What We Offer

A supportive, collaborative working environment.
Ongoing training and professional development.
Opportunities to grow within a regulated financial services business.

About Waddle

Waddle is a fast-growing life and protection insurance company with over twelve years of experience in the industry. Renowned for our client-first approach and unique processes, we’ve built a strong reputation within the insurance sector for delivering a trusted, high-quality service.

Our commitment to doing the right thing has earned industry-wide recognition, including Intermediary of the Year 2025, Outstanding Customer Outcome at Legal & General’s 2025 Business Awards, and Cover’s Excellence in Customer Service Award - achievements that reflect the expertise, professionalism, and values of our team.

Over the past seven years, we’ve continued to expand, now proudly operating from two offices in the heart of the Uplands, Swansea, with a talented and ever-growing team of 50 professionals. At Waddle, we believe that our people are our greatest asset. That’s why we invest heavily in training and development from day one. Our comprehensive training programme begins as soon as you join and continues throughout your career with us. You’ll have access to a mix of in-house and external learning opportunities, including the chance to gain professionally accredited qualifications such as CIPD, ILM, CeMAP, and R05.

Our Culture

We’ve built a workplace culture that’s collaborative, inclusive, and supportive, where every voice is heard, and every contribution matters. We take pride in maintaining a warm and friendly atmosphere, one that encourages both professional growth and personal wellbeing.

Both of our offices are proudly dog friendly, our four-legged friends bring smiles to the team and help make every day a little brighter (you can even meet them on our website!).

What to Expect When You Join Us

Become part of a vibrant, collaborative team where ideas and creativity are encouraged across all departments.
Receive one-to-one mentoring as you learn your role, with continuous training to keep your knowledge up to date.
Enjoy an exciting career path, with clear opportunities to progress into senior roles.
Contribute to live projects and make an impact from day one.
Join a social and active workplace that genuinely cares about employee wellbeing.

Why Work for Us

At Waddle, we go beyond the standard perks, we focus on making work enjoyable, rewarding, and meaningful.

Here’s what you can look forward to:

Staff Away Days - Our legendary team days are a highlight of the year! We split into two teams and take on fun challenges like paintballing, zorb football, and hiking up Pen Y Fan.
Dog-Friendly Offices - A variety of office pups brighten our days and keep morale high.
Regular Home-Cooked Meals - From summer BBQs to homemade curries and baking sessions, we love great food and good company.
Comprehensive Training & Development - All training is fully funded by Waddle, supporting your growth both within and beyond the company.

Job Type: Full-time

Pay: From £26,000.00 per year

Benefits:

Company events
Company pension
Free parking
Health & wellbeing programme

Application question(s):

Are you within 30 miles of Swansea?

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in swansea, swa

Financial Services Administrator - FCA Compliant

Customer Service Advisor

Customer Service and Sales Advisor

Office Based - Customer Support Advisor

PART-TIME REGIONAL DIRECTOR - business development focus

Insurance Agent

Insurance Agent

HR & People Operations Lead

Mortgage Advisor

Health, Safety, Environment & Quality Advisor (Contract)

Client Services & Front of House Advisor - Pontyclun

Project Co-ordinator

Sales and Customer service Advisor

Strategic Accounts Executive

Tax Advisor

L'Oréal Luxe Multi-Brand Counter Manager, Boots Llantrisant (37.5 Hours) - FTC 30/11/2027

Accounts Senior - Bridgend

Principal Engineer

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