Administration executive Work, Jobs in Wales (with Salaries)

Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Business and Administration Coordinator
Gwynedd Council —Caernarfon
- £34,434 - £36,363 a year
- Call to connect
- Microsoft Word
- Microsoft Excel
- English
Team Leader - Prestatyn Justice Centre
HM Courts and Tribunals Service —Prestatyn
- £29,303 - £31,061 a year
- Part-time
- Administrative experience
- Presentation skills
- Organisational skills
- Annual leave
Print Project Coordinator
3 Sixty Ltd —Cardiff
- £26,000 - £32,000 a year
- Full-time
- Organisational skills
- In-person
- Leadership
- Free parking
Quick apply
8d
Events Executive
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Hospitality
- Sales
- Organisational skills
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
3d
Business Continuity Document Process Manager
Driver and Vehicle Licensing Agency —Swansea
- £30,485 a year
- Part-time
- Hybrid work
- Presentation skills
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
7d
Sales Operations Manager
Gaming Laboratories International —Bangor
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Customer Service Executive
Farrall's Transport —Deeside
- £30,235.69 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Store discount
- Health & wellbeing programme
Quick apply
2d
Sales Operations Manager_UK
Gaming Laboratories International —Bangor
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Sales Executive
WeBuyAnyCar —Haverfordwest
- £28,200 - £35,220 a year
- Rotating shift
- Driving
- IT
- Communication skills
Quick apply
Office Manager
2B Enterprising —Swansea
- £32,000 a year
- Full-time
- CRM software
- Administrative experience
- IT
- Free parking
Quick apply
3d
Commercial Executive
Avantis —Cardiff
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
Commercial Director
Date Digital Lounge Ltd. —Cardiff
- £6,500 - £7,300 a month
- Full-time
- Sales
- Marketing
- Business development
Quick apply
6d
Customer Service Executive
Bidfood —Mathern
- £28,556.74 a year
- Customer service
- IT
- Communication skills
- Employee discount
12h
Sales Executive
FRF Group Ltd —Bridgend
- £23,000 a year
- Full-time
- Sales
- Customer service
- IT
- Employee discount
Quick apply
9d
Sales Executive LEXUS
FRF LEXUS —Cardiff
- £23,000 a year
- Full-time
- Sales
- Customer service
- IT
- Employee discount
Quick apply
9d
Legal Assistant
Grant Stephens Family Law —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Sick pay
Quick apply
6h
Cafe / Retail Assistant
Welsh Water —Rhayader
- £13.45 an hour
- 8 hour shift
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Flexible schedule
Bilingual Executive Assistant (English German)
Kronospan —Wrexham
- Full-time
- Bilingual
- English
- Microsoft Office
Quick apply

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administration executive jobs near wales

Client Services Executive

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Referral programme

Qualifications

Microsoft Word
Pension
Microsoft Excel
Microsoft Outlook
GCSE
Microsoft Office
Financial services

Full job description

Client Services Executive - Wealth Management

A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business in our Cardiff office with hybrid working opportunities. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits.

This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.

Key Responsibilities as our Client Services Executive will include:

Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work 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. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review
Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines.

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

Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection.
Experienced using all Microsoft applications, including Word, Excel, Teams and 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 of working for AFH Wealth Management:

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.

If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today or email us via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

administration executive jobs in wales

Client Services Executive

Business and Administration Coordinator

Team Leader - Prestatyn Justice Centre

Print Project Coordinator

Events Executive

Client Services Supervisor

Business Continuity Document Process Manager

Sales Operations Manager

Customer Service Executive

Sales Operations Manager_UK

Sales Executive

Office Manager

Commercial Executive

Commercial Director

Customer Service Executive

Sales Executive

Sales Executive LEXUS

Legal Assistant

Cafe / Retail Assistant

Bilingual Executive Assistant (English German)

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