Health adviser Work, Jobs in Hartcliffe, Bst (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Account Executive
ClearCourse —Bristol
- £40,000 - £45,000 a year
- Full-time
- Remote
- Hospitality
- Sales
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
10d
Health and Fitness Adviser
University of Bristol —Bristol
- £26,093 - £28,778 a year
- Part-time
- Customer service
- Communication skills
- School
Senior Sales Adviser
Jewson —Bristol
- Full-time
- Sales
- Communication skills
- Employee discount
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
12d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Private Patient Team Supervisor - Business Development
Sulis Hospital Bath —Bath
- £27,791 - £30,123 a year
- Full-time
- IT
- Communication skills
- Free parking
- Annual leave
9d
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Consultant Health Protection
UK Health Security Agency —Bristol
- £94,356 - £145,478 a year
- Part-time
- Hybrid work
- Management
- Computer literacy
- Analysis skills
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Multiple Trust Head Office Roles
Midsomer Norton Schools Partnership —Midsomer Norton
- £16.35 - £21.65 an hour
- Part-time
- Cooking
- Administrative experience
- Leadership
- Free parking
- Employee discount
Quick apply
3d
Senior Commercial Manager
Babcock International —Bristol
- Full-time
- Hybrid work
- Contracts
- Leadership
- Negotiation
- Annual leave
Specialist Doctor
Sirona care & health CIC —Bristol
- £104,401 - £115,341 a year
- Part-time
- Care plans
- Annual leave
1d
People Business Partner
Wealthtime —Bath
- Full-time
- Hybrid work
- Management
- Financial services
HMP Bristol - Anglican Chaplain
Ministry of Justice —Bristol
- £30,001 - £40,000 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Annual leave
4d
Solicitor (Litigation)
Welsh Water —Cardiff
- £52,793 - £62,032 a year
- Analysis skills
- Supervising experience
- Mentoring
- Free parking
- Annual leave
9d
Reward & People MI Specialist
Wealthtime —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Financial services
Proposition Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Product management
- Financial services
Business Change Manager
AtkinsRéalis —Bristol
- Full-time
- Hybrid work
- Presentation skills
- Agile
- IT
2d
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office

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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

health adviser jobs in hartcliffe, bst

Client Services Administrator

Account Executive

Health and Fitness Adviser

Senior Sales Adviser

Financial Planning Administrator / Trainee Paraplanner

Client Services Manager

Private Patient Team Supervisor - Business Development

Client Services Executive

Consultant Health Protection

Client Services Supervisor

Multiple Trust Head Office Roles

Senior Commercial Manager

Specialist Doctor

People Business Partner

HMP Bristol - Anglican Chaplain

Solicitor (Litigation)

Reward & People MI Specialist

Proposition Manager

Business Change Manager

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

I want to receive the latest job alerts for health adviser in hartcliffe, bst

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