Financial administrator Work, Jobs in Caerleon, Nwp (with Salaries)

Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
8d
Accounts Payable Administrator
Haberdashers' Monmouth School —Monmouth
- £27,500 - £30,400 a year
- Full-time
- Microsoft Office
- Data entry
- Organisational skills
- Free parking
- Life insurance
Quick apply
2d
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
12d
Accounts Administrator
Universal Resource Trading Ltd —Caerphilly
- £14.50 - £16.00 an hour
- Overtime
- Sales
- ERP systems
- Administrative experience
- Free parking
- Paid training
Quick apply
5d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
6d
Property Administrator
Saxons Estate Agents —Weston-super-Mare
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
13d
Standby Operations Administrator
Equiniti —Cardiff
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee discount
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
Administrative Assistant
Cardiff University —Cardiff
- £25,249 - £26,093 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- University
- Annual leave
9d
Finance Administrator (Accounts Payable)
Forestry Commission —Stoke Gifford
- £26,959 a year
- Part-time
- Microsoft Excel
- Microsoft Office
- Presentation skills
4d
Finance Administrator
Forestry Commission —Stoke Gifford
- £26,959 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Presentation skills
4d
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Service Operations Coordinator
WPS-UK Ltd —Nailsea
- £32,000 - £42,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Maintenance
- Free parking
- Annual leave
Quick apply
Livestock Administrator - Maternity Cover
Kepak Group —Merthyr Tydfil
- Full-time
- IT
- Time management
- Free parking
- Annual leave
Quick apply
13d
Operations Administrator
Davidson-Watts Ecology Ltd —Bristol
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
2d
Legal Administrator Bristol
Bevan Brittan —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
5d
Customer Care Administrator
118118 Money —Cardiff
- Up to £24,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
4d
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
Contract Project Administrator
Framatome —Avonmouth
- Full-time
- Microsoft Outlook
- Contracts
- No travel
- Annual leave
- Employee assistance programme
Quick apply
Sales Administrator
De Vere Tortworth Court —Wotton-under-Edge
- £13 an hour
- Full-time
- Hospitality
- Customer service
- Microsoft Office
- Employee assistance programme
- Employee discount
Quick apply

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financial administrator jobs near caerleon, nwp

Client Services Supervisor

AFH Financial Group -
Cardiff

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Job details

Full-time
8 days ago

Benefits

Company pension
Employee discount

Qualifications

Microsoft Outlook
Organisational skills
Financial services
Communication skills
Time management

Full job description

Client Services Supervisor

Location: Cardiff Office

Working model: Hybrid Working Model

Contract type: Permanent

Hours: Full-time

Salary: Negotiable DOE

This is a an unique opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

As our Client Services Supervisor, you will typically:

Lead, support, and motivate a team of Client Service Executives and Client Service Administrators
Oversee allocation of workloads and manage team capacity to ensure efficient service delivery of all administrative and technical support request from our Financial Advisers
Conduct regular team meetings to discuss process change recommendation, issues, and best practices
Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately and on time
Monitor compliance with FCA regulations and internal policies, addressing any risks or breaches
Act as a point of escalation for complex queries from administrators, clients, and financial advisers
Promote and encourage a positive work environment amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered.

What we are looking for in our ideal Client Services Supervisor:

Ability to guide and develop a team effectively by mentoring and upskilling where necessary
Ability to build strong working relationships within a fast-paced environment
Experience in financial services administration, preferably within an IFA firm
An understanding of FCA regulations and compliance requirements
Excellent organisational and time management skills
Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)

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 and 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.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.

If you have any questions about this vacancy please contact the People Resourcing Team on [email protected].

We look forward to hearing from you!

Apply Now

Refine Your Search

financial administrator jobs in caerleon, nwp

Client Services Supervisor

Accounts Payable Administrator

Office Manager

Accounts Administrator

Administrator

Property Administrator

Standby Operations Administrator

Trainee Paraplanner

Administrative Assistant

Finance Administrator (Accounts Payable)

Finance Administrator

Financial Planning Administrator - 12-month FTC

Service Operations Coordinator

Livestock Administrator - Maternity Cover

Operations Administrator

Legal Administrator Bristol

Customer Care Administrator

Client Administrator Team Leader - Financial Planning - Bristol

Contract Project Administrator

Sales Administrator

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