Development & administrative support Work, Jobs in Cardiff, Wls (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Legal Support Assistant
HCR —Cardiff
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Gym membership
Financial Planning Administrator / Trainee Paraplanner
Romilly Financial —Penarth
- £24,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Health & wellbeing programme
Quick apply
11d
Medical Records Team Lead
Spire Healthcare —Cardiff
- Full-time
- Hospital
- Customer service
- Organisational skills
- Free parking
- Annual leave
3d
Office Manager
Concept Fabrications Cymru —Cardiff
- £32,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Organisational skills
- Free parking
Quick apply
Careers and Higher Education Advisor
Cardiff Sixth Form College —Cardiff
- £27,605.02 a year
- Part-time
- Microsoft Office
- Administrative experience
- University
- Free parking
- Store discount
Quick apply
19h
Student Engagement Officer
Learna Ltd —Cardiff
- From £27,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
Client Services Associate/Business Partner
Mazuma GB Ltd —Bridgend
- Up to £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Microsoft Office
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
Legal Assistant (Auctions)
Howells Legal Limited —Cardiff
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Annual leave
- Referral programme
Quick apply
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Executive Support Assistant x2
Bristol City Council —Bristol
- £29,064 - £31,022 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
14d
Laboratory Practitioner
CARE Fertility —Pontyclun
- £25,285 - £27,325 a year
- Weekend availability
- Laboratory experience
- Microsoft Office
- Administrative experience
- Annual leave
- Employee discount
4d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- 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
10d
Macmillan Administration & Project Support Officer
Cardiff and Vale University Health Board —Cardiff
- £40,559 - £48,841 a year
- Full-time
- English
4d
Customer Experience Specialist
Hafod —Cardiff
- £27,191 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
2d
People Advisor
Spire Healthcare —Cardiff
- Full-time
- Human resources
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Head of Campus Operations
Cardiff Metropolitan University —Cardiff
- £53,301 - £61,759 a year
- Full-time
- Administrative experience
- Project management
- Organisational skills
- Annual leave
9d
Administrator
Lorne Stewart —Cardiff
- £24,500 - £25,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Accounting
- Free parking
- Health & wellbeing programme
Quick apply

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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

development & administrative support jobs in cardiff, wls

Client Services Administrator

Legal Support Assistant

Financial Planning Administrator / Trainee Paraplanner

Medical Records Team Lead

Office Manager

Careers and Higher Education Advisor

Student Engagement Officer

Client Services Associate/Business Partner

Legal Assistant (Auctions)

Customer Service Advisor

Client Services Supervisor

Executive Support Assistant x2

Laboratory Practitioner

Client Services Manager

IFA Administrator

Macmillan Administration & Project Support Officer

Customer Experience Specialist

People Advisor

Head of Campus Operations

Administrator

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