Learning and development administrator Work, Jobs in Cardiff, Crf (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Legal Administrator (Residential Property)
Howells Legal Limited —Cardiff
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
Medical Education Administrator (Appraisal)
Aneurin Bevan University Health Board —Cwmbran
- £28,819 - £31,626 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
1d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Standby Operations Administrator
Equiniti —Cardiff
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee discount
HR Administrator Apprentice
PHS Group —Caerphilly
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
4d
Lettings Negotiator/Administrator
2let2 —Cardiff
- £27,000 a year
- Overtime
- Sales
- Customer service
- Administrative experience
Quick apply
1d
Care & Repair Admin Assistant
Pobl Group —Newport
- £25,877.80 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
- Sick pay
6d
HR Administrator Apprentice
PHSGroup —Caerphilly
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
4d
Human Resources - Part-time Public Service Access Programme
South Wales Police —Bridgend
- £21,415.15 a year
- Part-time
- Microsoft Office
- Organisational skills
- Annual leave
6d
Bank Switchboard Administrator
Spire Healthcare —Cardiff
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Customer Care Administrator
Vertu Motors —Newport
- £27,750 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
GP Receptionist/Administrator
Roathwell Surgery —Cardiff
- £12.71 an hour
- Part-time
- Google Suite
- Microsoft Office
- Administrative experience
Quick apply
6d
Office Manager
Future Stars Coaching —Clevedon
- Up to £32,000 a year
- Part-time
- Childcare
- Customer service
- Analysis skills
- Health & wellbeing programme
- Employee discount
Quick apply
8d
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
External Identity Support Analyst (Cardiff)
Kocho —Cardiff
- Full-time
- Hybrid work
- Azure
- SQL
- Analysis skills
Quick apply
Lettings Property Maintenance Coordinator
Connells Group —Wenvoe
- Customer service
- Maintenance
- Microsoft Office
Quick apply
12d
Administrator
Priory —Llantrisant
- £13.45 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Annual leave
- Referral programme
Quick apply
1d
Partnerships Teaching Assistant
Aardman —Bristol
- Project management
- Communication skills
6d
Property Management Administrator
T Samuel Estate Agents —Hirwaun
- £24,784.50 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
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

learning and development administrator jobs in cardiff, crf

Client Services Administrator

Legal Administrator (Residential Property)

Medical Education Administrator (Appraisal)

Client Services Supervisor

Standby Operations Administrator

HR Administrator Apprentice

Lettings Negotiator/Administrator

Care & Repair Admin Assistant

HR Administrator Apprentice

Human Resources - Part-time Public Service Access Programme

Bank Switchboard Administrator

Customer Care Administrator

GP Receptionist/Administrator

Office Manager

Trainee Paraplanner

External Identity Support Analyst (Cardiff)

Lettings Property Maintenance Coordinator

Administrator

Partnerships Teaching Assistant

Property Management Administrator

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