Client Services Administrator jobs in Cardiff

You will manage inbound communications, assist with client inquiries, facilitate seamless transfer of business during acquisitions and support the arrangement of annual client review meetings in close collaboration with our Financial Planners.

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...

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.

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...

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...

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...

You will have the opportunity to work closely with experienced colleagues while providing high-quality legal services to our clients. Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. Key Responsibilities

A relationship-led role for people who take responsibility seriously If you’ve spent years building client relationships, you’ll know that the real art isn’t chasing activity or reacting to the latest issue. It’s understanding organisations properly, retaining context over time, and noticing when something needs attention before it becomes a problem. It’s being the person who knows how a client...

Director of Client Solutions Department: Client Solutions Reports To: VP of Client Solutions Location: London, UK (Remote), Job type: Contract About Adapt: Adapt is redefining media localization by blending AI technology with human creativity and expertise. We are a collaborative, curious, and people-first team that believes innovation works best when grounded in empathy, quality, and...

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

You will work closely with HNWIs, entrepreneurs, family offices, and trusts, delivering high-quality tax advice and compliance services. This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm.

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

You will act as a trusted advisor, providing deep market intelligence and tailored hiring strategies to executive stakeholders, positioning our service as essential. - Develop and maintain a high-quality network of industry professionals. - Advise clients on current compensation benchmarks and talent availability metrics.

You will serve as the primary point of contact, ensuring accurate and efficient completion of all client-related tasks. Additionally, you will supervise junior staff, providing support and reviewing their work. This represents an excellent opportunity to join a leading firm in Cardiff with a genuine platform to progress your career and become a key member of the Senior Leadership team.

You will be joining their existing team of IFA Administrators who provide day-to-day support and servicing to clients throughout the holistic financial planning journey.

Job Category : Social Care – Unqualified Location : Llandough Hospital, Cardiff Council Hours Per Week : 37.00 Start Date : Immediate start Start Time : 08:30 End Time : 17:00 Salary: £15.44 Job Purpose: To deliver training on the client record system to Children’s Services staff and assist in the maintenance of the live / test / train databases. To ensure that staff and managers at all levels...

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 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...

A reputable professional services firm in Cardiff is seeking a skilled Private Client Tax Director to oversee client portfolios and provide expert tax planning advice. Candidates should possess strong knowledge of UK tax legislation and a proven ability to manage client relationships. This permanent role offers a competitive salary ranging from £85,000 to £115,000 per annum, with opportunities...