Financial administrator Work, Jobs in Cwmbran, Mon (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
2d
Finance and Operations Administrator
GENMED ENTERPRISES LTD —Cardiff
- £28,000 a year
- Full-time
- Microsoft Excel
- Sales
- ERP systems
- Free parking
Quick apply
8d
Customer Care Administrator
Vertu Motors —Newport
- £25,539.00 - £27,539.06 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
Financial Services Administrator
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
3d
IFA Financial Services Administrator (with Training & Career Development)
Fortress Financial Services —Tredegar
- £25,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
3d
Database Administrator
Computershare —Bristol
- Full-time
- Azure
- SQL
- Travel
- Work from home
Sales Office Administrator
RECOVERY ROLLERS LTD —Ponthir
- £24,420 - £28,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Quick apply
Adminstrator
Niche Private Clients —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Accounting
- IT
- Work from home
Quick apply
10d
Salesforce Developer/Administrator
FINCROFT GROUP —Cardiff
- £50,000 - £65,000 a year
- Full-time
- Hybrid work
- Salesforce
- Agile
- Financial services
- Free parking
- Profit sharing
Quick apply
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
2d
Finance Administrator
Eposbuddy —Bristol
- Up to £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
Quick apply
2d
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Supplier Assurance Manager
Somerset Bridge Group —Bristol
- £65,000 - £75,000 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Referral programme
Quick apply
Finance & Procurement Administrator
ESTYN —Cardiff
- £27,315 - £29,305 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
14d
Project Administrator
Framatome —Avonmouth
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Quick apply
Security Administrator
Babcock International —Bristol
- Full-time
- Administrative experience
- IT
- Communication skills
- Annual leave
- Work from home
Senior Business Support Administrator
Menzies LLP —Cardiff
- Organisational skills
- Banking
- Time management
Finance Administrator
Unite Students —Bristol
- Continuous improvement
- Accounting
- Organisational skills
- Annual leave
- Employee assistance programme
Team Leader
Link Financial Outsourcing —Caerphilly
- £29,500 a year
- Full-time
- Customer service
- Mentoring
- IT
- Annual leave
- Employee assistance programme
Quick apply
8d
Senior Pre Con Administrator
BAM UK & Ireland —Patchway
- Microsoft Office
- Travel
- Communication skills
9d

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financial administrator jobs near cwmbran, mon

Client Services Administrator

AFH Financial Group -
Cardiff

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Job details

Full-time
2 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

financial administrator jobs in cwmbran, mon

Client Services Administrator

Finance and Operations Administrator

Customer Care Administrator

Financial Services Administrator

IFA Financial Services Administrator (with Training & Career Development)

Database Administrator

Sales Office Administrator

Adminstrator

Salesforce Developer/Administrator

Client Services Supervisor

Finance Administrator

Private Markets Investment Administrator

Supplier Assurance Manager

Finance & Procurement Administrator

Project Administrator

Security Administrator

Senior Business Support Administrator

Finance Administrator

Team Leader

Senior Pre Con Administrator

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