Financial administrator Work, Jobs in Caerphilly, Wls (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Customer Service Administrator
Link Financial Outsourcing —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- IT
- Annual leave
- Employee assistance programme
Quick apply
2d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
11d
Administrative Assistant
Cardiff University —Cardiff
- £25,249 - £26,093 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- University
- Annual leave
13d
Administrator to the Guardian of Safe and Flexible Working
Aneurin Bevan University Health Board —Cwmbran
- £25,760 - £27,476 a year
- Part-time
- English
- Administrative experience
- Communication skills
10d
Customer Care Administrator
Vertu Motors —Newport
- £27,750 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
Service Administrator (23439)
Barnardo's —Newport
- £26,164 - £28,172 a year
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
6d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
13d
Standby Operations Administrator
Equiniti —Cardiff
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee discount
IFA Administrator
Magenta Financial Planning —Bridgend
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Sick pay
Quick apply
19h
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
9d
Vehicle Sales Administrator Jaguar Land Rover Cardiff
Sinclair Group —Cardiff
- £24,000 - £24,960 a year
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
3d
Bookkeeper/Office Administrator
Image Painting Contractors —Weston-super-Mare
- £15 - £17 an hour
- Part-time
- Administrative experience
- QuickBooks
- Organisational skills
- Free parking
Quick apply
4d
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Private Markets Fund Accountant
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Accounting
Quick apply
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
6d
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
Shared Lives Business Support Officer
Neath Port Talbot County Borough Council —Neath Port Talbot
- £24,796 - £25,583 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Work from home
- Employee assistance programme
4d
Share Plan Manager
Legal & General Investment Management —Cardiff
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
2d
Business Support & Volunteer Co-ordinator
Cardiff and Vale University Health Board —Cardiff
- £32,557 - £39,631 a year
- Full-time
- Management
- Communication skills
4d

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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 administrator jobs in caerphilly, wls

Client Services Administrator

Customer Service Administrator

Administrator

Administrative Assistant

Administrator to the Guardian of Safe and Flexible Working

Customer Care Administrator

Service Administrator (23439)

Client Services Supervisor

Standby Operations Administrator

IFA Administrator

Customer Care Administrator

Vehicle Sales Administrator Jaguar Land Rover Cardiff

Bookkeeper/Office Administrator

Financial Planning Administrator - 12-month FTC

Private Markets Fund Accountant

Office Manager

Office Manager

Shared Lives Business Support Officer

Share Plan Manager

Business Support & Volunteer Co-ordinator

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