At a Glance
- Tasks: Support financial advisers by managing client queries and ensuring smooth operations.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and health perks.
- Other info: Dynamic work environment with opportunities for professional growth and fun social events.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience in administration and proficiency in Microsoft Office required.
The predicted salary is between 30000 - 40000 £ per year.
Location: Cardiff, Cardiff, United Kingdom
Salary: Competitive Salary and Benefits
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.
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 throughout.
- 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 processing 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.
Client Services Administrator in Cardiff employer: AFH Financial Group.
AFH Wealth Management is an exceptional employer located in Cardiff, offering a dynamic work environment that prioritises employee growth and well-being. With flexible working arrangements, competitive salaries, and a comprehensive benefits package including health initiatives and professional development opportunities, AFH fosters a culture of support and recognition, making it an ideal place for those looking to thrive in the financial advisory sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AFH Financial Group.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Administrator in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AFH Financial Group..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AFH Financial Group.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AFH Financial Group.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AFH Financial Group..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AFH Financial Group. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AFH Financial Group. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
