Financial administrator Work, Jobs in Rumney, Crf (with Salaries)

Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
6d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
3d
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
Accounts Administrator
Universal Resource Trading Ltd —Caerphilly
- £14.50 - £16.00 an hour
- Overtime
- Sales
- ERP systems
- Administrative experience
- Free parking
- Paid training
Quick apply
3d
Administrative Assistant
Cardiff University —Cardiff
- £25,249 - £26,093 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- University
- Annual leave
6d
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
HR and Office Administrator
Wastesavers Ltd —Newport
- £33,000 - £35,000 a year
- Full-time
- Hybrid work
- English
- Administrative experience
- Driving
- Free parking
- Work from home
Quick apply
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
9d
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
Customer Care Administrator
118118 Money —Cardiff
- Up to £24,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
2d
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
3d
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
13d
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Property Administrator
Saxons Estate Agents —Weston-super-Mare
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
11d
General Manager
Kier Group —Cardiff
- Full-time
- Leadership
- Communication skills
- Flexible schedule
Private Markets Fund Accountant
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Accounting
Quick apply
Business Support Administrator
Hartley Pensions —Bristol
- £28,000.00 - £30,677.46 a year
- Full-time
- Hybrid work
- English
- IT
- Financial services
Quick apply
2d
Service Operations Coordinator
WPS-UK Ltd —Nailsea
- £32,000 - £42,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Maintenance
- Free parking
- Annual leave
Quick apply

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financial administrator jobs near rumney, crf

Client Services Supervisor

AFH Financial Group -
Cardiff

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Job details

Full-time
6 days ago

Benefits

Company pension
Employee discount

Qualifications

Microsoft Outlook
Organisational skills
Financial services
Communication skills
Time management

Full job description

Client Services Supervisor

Location: Cardiff Office

Working model: Hybrid Working Model

Contract type: Permanent

Hours: Full-time

Salary: Negotiable DOE

This is a an unique opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

As our Client Services Supervisor, you will typically:

Lead, support, and motivate a team of Client Service Executives and Client Service Administrators
Oversee allocation of workloads and manage team capacity to ensure efficient service delivery of all administrative and technical support request from our Financial Advisers
Conduct regular team meetings to discuss process change recommendation, issues, and best practices
Ensure all administrative tasks, including client onboarding, policy administration, New Business submission and document management, are completed accurately and on time
Monitor compliance with FCA regulations and internal policies, addressing any risks or breaches
Act as a point of escalation for complex queries from administrators, clients, and financial advisers
Promote and encourage a positive work environment amongst team members and advisers, ensuring co-operation, efficiency and outstanding service is always delivered.

What we are looking for in our ideal Client Services Supervisor:

Ability to guide and develop a team effectively by mentoring and upskilling where necessary
Ability to build strong working relationships within a fast-paced environment
Experience in financial services administration, preferably within an IFA firm
An understanding of FCA regulations and compliance requirements
Excellent organisational and time management skills
Strong interpersonal skills with ability to use clear and concise language in both verbal and written communication
Experience using both Microsoft applications and industry-specific software (e.g., Outlook, Teams and Xplan, Provider Platforms etc)

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 and 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.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/.

If you have any questions about this vacancy please contact the People Resourcing Team on [email protected].

We look forward to hearing from you!

Apply Now

Refine Your Search

financial administrator jobs in rumney, crf

Client Services Supervisor

Administrator

Financial Planning Administrator / Trainee Paraplanner

Accounts Administrator

Administrative Assistant

Customer Care Administrator

Standby Operations Administrator

HR and Office Administrator

Office Manager

Financial Planning Administrator - 12-month FTC

Financial Services (IFA) Administrator

Customer Care Administrator

Administrator to the Guardian of Safe and Flexible Working

Trainee Paraplanner

Private Markets Investment Administrator

Property Administrator

General Manager

Private Markets Fund Accountant

Business Support Administrator

Service Operations Coordinator

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