client manager paraplanner jobs in Pontyclun

You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time. In this role, you'll be the engine that keeps the advice process moving; ensuring client information is accurate and up to date, handling new business efficiently, and keeping everything running like clockwork.

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 will work closely with operational, commercial and leadership teams to promote a positive safety culture and ensure high standards are consistently achieved across all sites.

You will drive sales and attain budget goals by leveraging prospecting, cold calling, and networking skills to target restaurants, hospitals, hotels, retailers, food and beverage plants, schools, and nursing homes to offer the most effective B2B pest elimination programs in the United Kingdom.

You will assess, implement and review each client’s needs whilst maintaining a professional and supportive role. Your primary responsibility is supporting the individuals under your case load achieve their goals. This role is a self-employed, locum role and work will be allocated according to your availability and the current caseload.

Renewables Manager – Solar PV & Battery StorageSalary: £45,000 – £60,000 (depending on experience)Job Type: Full-time, PermanentLocation: South Wales (with occasional UK travel)About the RoleWe are seeking an experienced Renewables Manager to lead the delivery of renewable energy solutions across commercial, industrial, government, and healthcare projects. This is a fantastic opportunity to join...

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the...

Our client requires a Business Manager to join their successful sales department in the Treforest area Working for an Automotive multi-franchised Car Dealership, the successful Business / Transaction Manager will become an integral cog in this Volume Brand. You can expect On Target Earnings of £20,000 with a base salary of £55,000 with the working hours of Monday to Friday, with every Saturday....

SHEQ Manager Location: South Wales based with UK-wide travel and flexible working Contract Type: Full-time, Permanent Salary: negotiable depending on experience + company car, performance-linked bonus, healthcare insurance Join a National Leader in Water Efficiency and Demand Management. Aqualogic are the UK leaders in Water Efficiency and demand management, providing services to many of the...

You will be required to be flexible and be able to work between Monday - Sunday including evenings on a rota based system. Key Accountabilities: · Embrace the idea of 'the team' and actively work to ensure the success of the attraction. A conscientious attitude, ability to follow the script given and be open to receiving feedback from the management team.

Finance Assistant Salary: £27,000 - £29,000 per annum Location: Llantrisant (free on-site parking) Hours: Full-time, permanent Benefits: 25 days annual leave + bank holidays, pension (5% employee / 3% employer), study support available after probation Our client, a reputable and well-established organisation based in Llantrisant, is seeking a motivated and detail-oriented Finance Assistant to...

Excellerate Services Group is a thriving, dynamic place to work. Our aim is simple; to deliver technology-led and quality-driven cleaning and security services for our clients across the UK and Ireland. Excellerate Group is a dynamic, technology led market leader for the provision of soft services across the UK and Ireland. We are an industry disrupter delivering data driven, use based...

You will be involved in shaping and developing the temporary works design team in Wales and deliver high-quality designs that meet our clients' needs and exceed their expectations. This is a lead role within the In‐house Design Team, responsible for the technical aspects of engineering projects in addition to programming, resource allocation, budgetary control,

You will be able to assist in ensuring we are meeting our clients cleaning expectations whilst operating in a professional manner and You are passionate about delivering a personable and reliable service to our clients. If you have the ability to contribute to the team and want to help promote our Company values, are able to be friendly, polite but assertive whilst always remaining professional.

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the...

Are you a natural problem-solver who enjoys creating positive customer experiences?We are looking for someone like you to join our team as a Customer Service Advisor for The Royal Mint based in Llantrisant, CF72 8YT. Our Customer Service Advisors play a key role in ensuring The Royal Mint delivers an exceptional customer experience. You'll manage interactions across various social media channels,...

You will play an integral role in maintaining high standards of quality, improving commercial performance, and contributing to the ongoing development of the team and business

You will work closely with clients, design teams, commercial staff and site teams to ensure successful project outcomes.

HR Administrator Salary £27,000 dependent on skills and experience Office based CF72 (moving to Cowbridge CF71 end 2025) potential for some hybrid working Full-time 40 hours per week Are you a detail-oriented HR Administrator with a passion for people and processes? Do you want to join a growing national business who are a UK leader in water efficiency and demand management, providing...

You will provide strategic commercial leadership, mentor and manage a team of surveyors, and be a key point of contact for commercial, project and senior leadership teams throughout the project lifecycle.