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

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
13d
Customer Care Administrator
Vertu Motors —Newport
- £27,750 a year
- Full-time
- Organisational skills
- IT
- Communication skills
- Employee discount
Quick apply
Vehicle Sales Administrator Jaguar Land Rover Cardiff
Sinclair Group —Cardiff
- £24,000 - £24,960 a year
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
5d
IFA Administrator
Magenta Financial Planning —Bridgend
- £25,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Sick pay
Quick apply
2d
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Standby Operations Administrator
Equiniti —Cardiff
- Full-time
- Financial services
- Communication skills
- Annual leave
- Employee discount
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
12d
Bookkeeper/Office Administrator
Image Painting Contractors —Weston-super-Mare
- £15 - £17 an hour
- Part-time
- Administrative experience
- QuickBooks
- Organisational skills
- Free parking
Quick apply
7d
Share Plan Manager
Legal & General Investment Management —Cardiff
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
5d
Private Markets Fund Accountant
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Accounting
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
9d
Business Support & Volunteer Co-ordinator
Cardiff and Vale University Health Board —Cardiff
- £32,557 - £39,631 a year
- Full-time
- Management
- Communication skills
6d
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
Administrator
Priory —Llantrisant
- £13.45 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Annual leave
- Referral programme
Quick apply
1d
Share Plan Manager
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
Quick apply
6d
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
Administrator - Maternity Cover
Kepak Group —Merthyr Tydfil
- Full-time
- IT
- Time management
- Free parking
- Annual leave
Quick apply
Export Controller
Kepak Group —Merthyr Tydfil
- Up to £500 a week
- Full-time
- Communication skills
- Time management
- Free parking
- Annual leave
Quick apply
5d
Systems Administrator
Bridgend County Borough Council —Bridgend
- £20,388 - £21,419 a year
- Part-time
- Hybrid work
- Communication skills
6d

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financial administrator jobs near tongwynlais, crf

Client Services Administrator

AFH Financial Group -
Cardiff

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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

financial administrator jobs in tongwynlais, crf

Client Services Administrator

Administrator

Customer Care Administrator

Vehicle Sales Administrator Jaguar Land Rover Cardiff

IFA Administrator

Client Services Supervisor

Standby Operations Administrator

Customer Care Administrator

Bookkeeper/Office Administrator

Share Plan Manager

Private Markets Fund Accountant

Office Manager

Business Support & Volunteer Co-ordinator

Office Manager

Administrator

Share Plan Manager

Trainee Paraplanner

Administrator - Maternity Cover

Export Controller

Systems Administrator

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