Learning and development administrator Work, Jobs in Portbury, Som (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
9d
Customer Care Administrator
Vertu Motors —Newport
- £27,750 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
Standby Operations Administrator
Equiniti —Cardiff
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee discount
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
Office Manager
Future Stars Coaching —Clevedon
- Up to £32,000 a year
- Part-time
- Childcare
- Customer service
- Analysis skills
- Health & wellbeing programme
- Employee discount
Quick apply
2d
Administration Assistant - Court of Protection
Clarke Willmott LLP —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
Office Administrator
Cathedral Schools Trust —Bristol
- Part-time
- Organisational skills
- Communication skills
- School
- Free parking
- Employee assistance programme
Legal Administrator Bristol
Bevan Brittan —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
6d
European Operations Administrator
Simarco —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
Administration Assistant - Court of Protection
Clarke Willmott —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
Service Administrator (23439)
Barnardo's —Newport
- £26,164 - £28,172 a year
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
2d
External Identity Support Analyst (Cardiff)
Kocho —Cardiff
- Full-time
- Hybrid work
- Azure
- SQL
- Analysis skills
Quick apply
Legal Administrator (Residential Property)
Howells Legal Limited —Cardiff
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
14d
Private Client - Administration Assistant - 3 months FTC
Clarke Willmott —Bristol
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Excel
- Communication skills
Private Client - Administration Assistant - 3 months FTC
Clarke Willmott LLP —Bristol
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Excel
- Communication skills
Administrator to the Guardian of Safe and Flexible Working
Aneurin Bevan University Health Board —Cwmbran
- £25,760 - £27,476 a year
- Part-time
- English
- Administrative experience
- Communication skills
6d
Software Trainer
Mayden —Bath
- £32,000 a year
- Monday to Friday
- Hybrid work
- Public speaking
- Travel
- AI
- Annual leave
HR Administrator – Fixed term contract until June 2027
Ultimate Finance —Bristol
- Microsoft Excel
- Microsoft Office
- Human resources
14d
Bank Switchboard Administrator
Spire Healthcare —Cardiff
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave

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learning and development administrator jobs near portbury, som

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

learning and development administrator jobs in portbury, som

Client Services Administrator

Client Services Supervisor

Customer Care Administrator

Standby Operations Administrator

Trainee Paraplanner

Office Manager

Administration Assistant - Court of Protection

Office Administrator

Legal Administrator Bristol

European Operations Administrator

Administration Assistant - Court of Protection

Service Administrator (23439)

External Identity Support Analyst (Cardiff)

Legal Administrator (Residential Property)

Private Client - Administration Assistant - 3 months FTC

Private Client - Administration Assistant - 3 months FTC

Administrator to the Guardian of Safe and Flexible Working

Software Trainer

HR Administrator – Fixed term contract until June 2027

Bank Switchboard Administrator

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