Client Services Administrator jobs in Penarth

You will be joining a friendly and supportive private client team at a firm known for its commitment to both staff well-being and the local community.

You will be responsible for drafting wills, administering estates, and delivering a high standard of service to clients across the region.

You will be joining a friendly and supportive private client team at a firm known for its commitment to both staff well-being and the local community.

You will be responsible for drafting wills, administering estates, and delivering a high standard of service to clients across the region.

You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.

You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.

A community service organization in Wales is seeking a candidate for client referral management and assessment. The role involves engaging with clients, providing information, and collaborating with partner agencies. Applicants should have a diploma or degree in social service or related fields and 1 to 3 years of relevant experience. Strong communication, organization, problem-solving, and...

You will report to the Client Administrative Services Senior Manager and act as a key point of contact for both clients and client facing teams (CFT). Responsibilities within the team include but are not limited to the completion of tasks related to regional client reallocation, regulatory client call backs, W-8 BEN renewals, managing bereavement services, fee anomalies and CFT operating events.

A respected financial advisory firm in Cardiff seeks an experienced IFA Administrator to support advisers and paraplanners. The role involves managing client documentation, liaising with product providers, and ensuring exceptional service delivery. Candidates should have at least 2 years of experience in a financial services environment, possess strong organisational skills, and be confident...

Client Care Advisor (Veterinary Receptionist) Location: Pets 'n' Vets, Roundhouse Veterinary Hospital Job Type: Permanent, Full-time Hours: 37.5 hours per week We are currently seeking a new Receptionist to join our fantastic team! We would love to hear from candidates who are friendly, customer-focused and confident working in a busy environment. The position will best suit a proactive and...

Job Description The Private Client Tax Director will oversee client portfolios, business development, providing expert advice on tax planning and compliance. This role inTop-30 UK Practice requires a strong understanding of private client taxation and leadership skills. Client Details The employer is a medium-sized professional services firm known for delivering exceptional tax and advisory...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

Job Description Crowe Watson Recruitment is proud to be partnering with a highly regarded firm of Chartered Accountants in Cardiff to recruit a Private Client Tax Senior. This role offers flexible working, a company pension, and much more! It’s an excellent opportunity to join a supportive, forward-thinking practice where people are genuinely valued and professional development is actively...

Private Client Solicitor Do you have the following skills, experience and drive to succeed in this role Find out below. Location: Outskirts of Cardiff Bay Salary: £40,000- £60,000 dependent on experience Contract Type: Full-time, Permanent Are you an experienced Private Client Solicitor looking for a new challenge in a supportive, well-established regional law firm? We're seeking a dedicated...

A renowned law firm is looking for a Private Client Solicitor with 1-3 years PQE in Cardiff. Please make sure you read the following details carefully before making any applications. The role involves managing wills, powers of attorney, and estate administration while advising clients in a supportive environment. Candidates should possess strong technical skills and a proactive attitude. The...

Times Higher Education is the data provider underpinning university excellence in every continent across the world. As the company behind the world's most influential university ranking, and with almost five decades of experience refs source of analysis and insight on higher education, we have unparalleled expertise on the trends underpinning university performance globally. Our data and...

You will have autonomy in your work and benefit from a collaborative atmosphere focused on quality service and employee well-being.

Solicitor - Private Client (Wills, Probate & Estate Planning) - Cardiff - 1-3 Years PQE The following information aims to provide potential candidates with a better understanding of the requirements for this role. Location: Cardiff (Hybrid) Type of Role: Permanent, Full-time Salary: £45,000 - £60,000 (depending on experience) A thriving, award‑winning law firm is seeking a Private Client...

You will join a well-established and supportive Private Client team, advising a diverse client base that includes individuals, families, and businesses.

You will be technically strong, client-focused, and keen to contribute to the continued growth of a successful department.

Job Description A highly regarded firm of Chartered Accountants in Cardiff is seeking an experienced Private Client Tax Assistant Manager/Manager to join their growing team. This is an excellent opportunity to step into a key role within a forward-thinking practice offering flexible working, a company pension, and much more! The firm is known for its strong client relationships, supportive...

Job Description This is an excellent opportunity for a Private Client Tax Senior to join a growing team within a top-30 Practice's tax team. The role focuses on providing high-quality tax services to a range of private clients South Wales and the South West. Client Details The employer is a well-established, Top-30 organisation within the UK accountancy industry. They are dedicated to...

Job Description Crowe Watson Recruitment is proud to be partnering with a highly regarded firm of Chartered Accountants in Cardiff to recruit a Private Client Tax Manager. This opportunity offers flexible working, a company pension, and much more! You’ll be joining a progressive and supportive practice with a strong reputation for quality client service and staff development, making this an...

Job Description This is an exciting opportunity for an Accountant to join a professional services firm in Cardiff. The role requires expertise in general practice accounting and offers the chance to contribute to a growing team within the accounting and finance department. Client Details This professional services firm is a well-established organisation with a strong presence in Cardiff. They...