Client Services salaries in Wales

Experience in dealing with customers on the phone and demonstrating empathy with customers who may be distressed. GCSE Maths and English or equivalent.

£26,605 a year

Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and…

Including greeting all clients, answering calls, and booking appointments as well as handling financial transactions. Up to 50% discounted staff pet care.

£13.45 an hour

2 days ago

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…

1 day ago

Promote additional financial products or services where appropriate to meet client needs. Provide expert advice on mortgage products, interest rates, and…

£28,000 - £40,000 a year

1 day ago

Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately…

1 day ago