Client services Work, Jobs in Lisvane, Crf (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Part Time Office Assistant
Snap Services Ltd —Cardiff
- £12.71 - £14.00 an hour
- 8 hour shift
- No experience needed
- English
- Accounting
Quick apply
23h
Office Administrator
ELA CONTRACTORS LIMITED —Cardiff
- £27,500 a year
- Full-time
- In-person
- Free parking
Quick apply
13h
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Commercial Training Coordinator - Part Time
The Skills Centre —Cardiff
- £26,000 - £30,000 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
7d
Therapeutic Case Worker for Holistic Hoarding
Holistic Hoarding —Caerphilly
- £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
6d
Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Porter
Spire Healthcare —Cardiff
- Part-time
- Communication skills
- Free parking
- Annual leave
2d
Branch Assistant
MS-Group Limited —Caerphilly
- £12.71 an hour
- Part-time
Quick apply
14d
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount
Housing Support Worker
BRC Jobs —Caerphilly
- Full-time
- Organisational skills
- Communication skills
Quick apply
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Logistics Coordinator
Graypen Group Limited —Newport
- Full-time
- Organisational skills
- Computer skills
- In-person
- Life insurance
Quick apply
20h
Renewable Energy Consultant
Green Grants UK —Newport
- £30,000 - £40,000 a year
- Full-time
- Sales
- Customer service
- Salesforce
- Profit sharing
Quick apply
1d
Medical Records Team Lead
Spire Healthcare —Cardiff
- Full-time
- Hospital
- Customer service
- Organisational skills
- Free parking
- Annual leave
8d
Residential Property Legal Assistant
Davisons Law —Bridgend
- Full-time
- Microsoft Word
- English
- Microsoft Office
- Annual leave
- Referral programme
Quick apply
Office Assistant
MAINPORT TRAINING —Cardiff
- £13 an hour
- Part-time
- Microsoft Excel
- Customer service
- English
- Free parking
Quick apply
PRIVATE HIRE SALES EXECUTIVE
Adventure Travel —Cardiff
- £35,000 - £38,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
2d
Member Support Specialist – Nights & Weekends
Bond OpCo, LLC —Trellech
- 8 hour shift
- Continuous improvement
- Data entry
- In-person
- Annual leave
- Flexible schedule

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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

client services jobs in lisvane, crf

Client Services Administrator

Part Time Office Assistant

Office Administrator

Client Services Supervisor

Client Services Executive

Commercial Training Coordinator - Part Time

Therapeutic Case Worker for Holistic Hoarding

Client Services Manager

Porter

Branch Assistant

Customer Service Advisor

Housing Support Worker

Travel Sales Consultant

Logistics Coordinator

Renewable Energy Consultant

Medical Records Team Lead

Residential Property Legal Assistant

Office Assistant

PRIVATE HIRE SALES EXECUTIVE

Member Support Specialist – Nights & Weekends

I want to receive the latest job alerts for client services in lisvane, crf

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