Client Services Administrator jobs in Wales

You will be the vital link between the Financial Advisers, Paraplanners and clients.

You should have experience as an Administrator within a financial services - Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates

You should have experience and enjoy the process of preparing client meeting packs

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.

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 Account Manager Opportunity, near Chester Are you a natural problem-solver who enjoys helping others and delivering exceptional service? Do you thrive in a fast-paced, supportive environment where no two days are the same? Are you looking for a company that values its people and offers real opportunities for growth and development? Were working with a business that puts customer...

You will oversee high-quality matters including: - Wills, Trusts & Tax Planning - Probate & Estate Administration - Court of Protection matters - High-net-worth and complex estate matters You'll have full autonomy, strategic involvement, and strong support from an established commercial team.

You will act as the main point of contact for your clients, providing advice and support while ensuring compliance and deadlines are met.

You will also manage workflow within your portfolio, delegate tasks to junior team members where appropriate, and contribute to the growth of the practice by identifying opportunities and supporting new client onboarding.

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...

You will be a Private Client / Conveyancing Solicitor with 2 + PQE - Track record of successful transactions.

You should have first-class communication skills - Salary is competitive and negotiable depending on your level of PQE.

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 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...

2 days ago Be among the first 25 applicants Are you the right candidate for this opportunity Make sure to read the full description below. This range is provided by Eden Rose. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Eden Rose One of Cardiff's most highly regarded and established...

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...

Despatch Administrator Despatch Stock Control Operative - Wrexham LL13 - Earn up to £15.46-£23.19 - Apply Now! At Job&Talent, we are recruiting for a Despatch Administrator Operative to work with an important company in the Wrexham LL13. The client is one of the leading manufacturers of chilled foods in the UK. The site at Wrexham has a culture of open communication and a positive work...

Overview Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants. Rhino Recruitment is proud to be working in partnership with a thriving and award-winning legal practice with offices in Caerphilly, Blackwood, Barry, Cardiff, Bridgend, and Swansea. They are seeking an experienced Private Client Solicitor to join their expanding...

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...

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...

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.

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 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...