Client services administrator Work, Jobs in Cardiff, Crf (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Employee discount
Administrator
Ground Control —Cardiff
- Full-time
- Microsoft Office
- Data entry
- Organisational skills
- Annual leave
- Life insurance
Quick apply
Senior Client Services Administrator
Attivo Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Continuous improvement
- Work from home
Quick apply
1d
Receptionist
North Cardiff Medical Centre —Cardiff
- £12.71 an hour
- Full-time
- Computer literacy
- Administrative experience
- Data entry
- Free parking
Quick apply
Compliance Administrator
Arkke Capital Ltd —Cardiff
- £26,000 - £28,000 a year
- Full-time
- Analysis skills
- Computer skills
- In-person
- Free parking
- Annual leave
Quick apply
Private Client Administrator
Swiss Life Global Solutions —Cardiff
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Annual leave
- Employee assistance programme
11d
Receptionist and Clinic Administrator
PhysioSpace Limited —Cardiff
- From £12.80 an hour
- Part-time
- English
- Administrative experience
- Front desk
- Free parking
- Annual leave
Quick apply
Business / Commercial Administrator (Senior)
Falcon Construction —Cardiff
- From £21,000 a year
- Full-time
- Computer literacy
- Writing skills
- Microsoft Office
- Free parking
Quick apply
Office Administrator – Double Glazing Company
R+P Windows Ltd —Pontypridd
- Full-time
- Microsoft Word
- Sales
- Computer literacy
Quick apply
1d
Project Team Administrator
Enable Promotional Marketing —Weston-super-Mare
- £21,606 a year
- Part-time
- CRM software
- Organisational skills
- In-person
- Free parking
Quick apply
Electronic Working Administrator
Williams Lea —Newport
- £24,478.13 a year
- Part-time
- Hybrid work
- Computer literacy
- Data entry
- Typing
- Free parking
- Referral programme
Bank Business Administrator
Spire Healthcare —Cardiff
- Part-time
- Customer service
- Continuous improvement
- Accounting
- Free parking
Account Administrator
Stag Properties Ltd Wales Ltd —Cardiff
- £2,200 a month
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Annual leave
Quick apply
Client Services Administrator
Langford Veterinary Services —Bristol
- £14,685 a year
- Part-time
- Front desk
- In-person
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
Bank Quality and Governance Administrator
Spire Healthcare —Cardiff
- Call to connect
- Microsoft Word
- Databases
- Administrative experience
- Flexible schedule
Office Administrator
Miracle Workers Agency —Abergavenny
- From £27,000 a year
- Full-time
- Computer literacy
- Computer skills
- In-person
Quick apply
2d
Project Administrator
The Celtic Collection —Newport
- £12.98 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Hospitality
- Employee discount
Property Management Administrator
Koya Properties Limited —Barry
- £25,420 - £30,000 a year
- Full-time
- Administrative experience
- Data entry
- Organisational skills
- Free parking
Quick apply
Business Development & Client Relations Executive
PPM Support Ltd —Pontypool
- £29,120 a year
- Full-time
- Hospitality
- Business development
- Travel
Quick apply
11d
Accommodation Support Officer
Civic Recruitment Limited —Newport
- £17.68 an hour
- Temporary
- Hybrid work
- Databases
- Maths
- Communication skills
Quick apply
4d

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client services administrator jobs near cardiff, crf

Client Services Administrator

AFH Financial Group -
Cardiff

Apply Now

Job details

Permanent | Full-time

Benefits

Company pension
Employee discount

Qualifications

Microsoft Word
Financial Conduct Authority guidelines
GCSE
Administrative support experience
Customer support

Full job description

Annual salary: Competitive Salary and Benefits

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 cardiff, crf

Client Services Administrator

Administrator

Senior Client Services Administrator

Receptionist

Compliance Administrator

Private Client Administrator

Receptionist and Clinic Administrator

Business / Commercial Administrator (Senior)

Office Administrator – Double Glazing Company

Project Team Administrator

Electronic Working Administrator

Bank Business Administrator

Account Administrator

Client Services Administrator

Bank Quality and Governance Administrator

Office Administrator

Project Administrator

Property Management Administrator

Business Development & Client Relations Executive

Accommodation Support Officer

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