Client services administrator Work, Jobs in Sandford, Som (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
4d
Client Services Administrator
Langford Veterinary Services —Bristol
- £25,796.16 a year
- Full-time
- Laboratory experience
- Bachelor's degree
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Executive Administrator (20 to 25 hours per week)
Albert Goodman LLP —Taunton
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee assistance programme
9d
Care Home Sales Administrator
Caron Group —Cardiff
- £35,000 - £38,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Customer service
- Referral programme
Quick apply
2d
Office Administrator (Part-Time)
Care in Wales —Barry
- £13.87 - £14.87 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Annual leave
- Employee assistance programme
Quick apply
11d
Office Administrator
Williams Lea —Bath
- £26,227.50 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
4d
Works Coordinator/ Administrator
AmcoGiffen —Highbridge
- £27,500 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Life insurance
Quick apply
Senior Business Support Administrator
Menzies LLP —Cardiff
- Organisational skills
- Banking
- Time management
Receptionist/Administrator
Stephens Scown —Taunton
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Annual leave
European Operations Administrator
Simarco —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
9d
Alarm Administrator
Innovative Fire & Security —Cardiff
- £14 - £16 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Free parking
Quick apply
4d
Legal Administrator - Family
Geldards —Cardiff
- Full-time
- Computer literacy
- Annual leave
- Employee assistance programme
Quick apply
12d
Data Administrator
LexisNexis Risk Solutions —Cardiff
- Full-time
- Microsoft Office
- Employee assistance programme
- Employee discount
Adminstrator
Niche Private Clients —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Accounting
- IT
- Work from home
Quick apply
12d
Administrator
The Watches of Switzerland Group —Cardiff
- Part-time
- Hospitality
- Administrative experience
- Organisational skills
- Employee assistance programme
Legal Administrator Bristol
Bevan Brittan —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
Business Support Administrator
Integrated Pathology Partnership Limited —Taunton
- £25,760 - £27,476 a year
- Part-time
Administration Specialist
The Letting Game —Bristol
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Accounting
- Work from home
Quick apply
3d
HR Administrator
Reynolds Porter Chamberlain —Bristol
- Full-time
- Microsoft Excel
- Human resources
- Data entry

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client services administrator jobs near sandford, som

Client Services Administrator

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time
4 days ago

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

client services administrator jobs in sandford, som

Client Services Administrator

Client Services Administrator

Executive Administrator (20 to 25 hours per week)

Care Home Sales Administrator

Office Administrator (Part-Time)

Office Administrator

Client Services Supervisor

Works Coordinator/ Administrator

Senior Business Support Administrator

Receptionist/Administrator

European Operations Administrator

Alarm Administrator

Legal Administrator - Family

Data Administrator

Adminstrator

Administrator

Legal Administrator Bristol

Business Support Administrator

Administration Specialist

HR Administrator

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