Client Services Administrator

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.