Financial advisory support Work, Jobs in Bristol, Eng (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Legal Administrator Bristol
Bevan Brittan —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
AML Analyst
Bevan Brittan —Bristol
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Employee assistance programme
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Manager/ Associate Director, Financial Advisory
Teneo —Bristol
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Framework Executive
Bevan Brittan —Bristol
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Employee assistance programme
4d
Data & AI Consultant
Pax8 Global —Bristol
- £65,000 - £75,000 a year
- Full-time
- Hybrid work
- IT
- AI
- Communication skills
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Manager, Financial Due Diligence, M&A
Deloitte —Bristol
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
Legal Advisor
RAC —Bristol
- Up to £28,000 a year
- Master's degree
- Contracts
- Communication skills
- Annual leave
- Flexible schedule
Associate, Property & Asset Management
JLL —Bristol
- Microsoft Outlook
- Microsoft Office
- IT
Associate, Property & Asset Management
JAA-Jones Lang LaSalle Limited —Bristol
- Full-time
- Microsoft Outlook
- Microsoft Office
- IT
Quick apply
Consultant – Real Estate Advisory
Turner & Townsend —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Organisational skills
Quick apply
Regional Support Manager
ASEL —Bristol
- Management
- Customer service
- Microsoft Office
- Employee assistance programme
1d
Senior Consultant – Real Estate Advisory
Turner & Townsend —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Organisational skills
Quick apply
Finance Administrator
Bevan Brittan —Bristol
- Hybrid work
- Microsoft Excel
- Organisational skills
- IT
- Employee assistance programme
Paralegal - Healthcare Regulatory
DAC Beachcroft —Bristol
- Hybrid work
- Microsoft Office
- Business development
- Organisational skills
Quick apply
Product Advisory, Commerce, Manager, Deloitte Digital
Deloitte —Bristol
- Hybrid work
- Data analysis skills
- Software development
- Agile
Senior Consultant
AtkinsRéalis —Bristol
- Full-time
- Hybrid work
- Analysis skills
Surveyor - Property Management
JLL —Bristol
- Organisational skills
- IT
- Communication skills

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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

financial advisory support jobs in bristol, eng

Client Services Administrator

Legal Administrator Bristol

AML Analyst

Client Services Executive

Manager/ Associate Director, Financial Advisory

Framework Executive

Data & AI Consultant

Client Services Supervisor

Manager, Financial Due Diligence, M&A

Legal Advisor

Associate, Property & Asset Management

Associate, Property & Asset Management

Consultant – Real Estate Advisory

Regional Support Manager

Senior Consultant – Real Estate Advisory

Finance Administrator

Paralegal - Healthcare Regulatory

Product Advisory, Commerce, Manager, Deloitte Digital

Senior Consultant

Surveyor - Property Management

I want to receive the latest job alerts for financial advisory support in bristol, eng

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