Client Services Administrator jobs in Wales

You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all xbpsjku parties. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.

You will be responsible for delivering a professional service that helps our customers solve their queries, over the telephone and via digital channels. Through extensive training, your skills will be in developed to ensure that our customers are receiving Good Outcomes.

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.

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...

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...

You will be responsible for ensuring the office runs smoothly, looks exceptional, and delivers a professional, welcoming experience for clients, clinicians, and visitors.

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.

You will be involved in a varied caseload which includes:

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

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 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.

A reputable law firm in South Wales is looking for a Private Client Solicitor for a 12-month maternity cover, starting April 2026. Interested in this role You can find all the relevant information in the description below. The role involves managing a diverse private client caseload including wills, probate, and estate administration. Ideal candidates will be qualified solicitors or CILEX...

You will be responsible for ensuring the office runs smoothly, looks exceptional, and delivers a professional, welcoming experience for clients, clinicians, and visitors.

You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties. Duties will include: preparing for client meetings, ensuring dat...

Private Client Solicitor – Newport Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks. - - Award-Winning, - 1 Day a Week in the Office - High-Net-Worth Work Are you an experienced Private Client Solicitor looking for flexibility, autonomy, and the chance to work with high-calibre clients? This is a fantastic opportunity to...

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...

You will take on a substantial and varied private client caseload, including:

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...