Wealth Management Client Services Coordinator
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-08-04
Listing for:
AFH Wealth Management
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
AFH Wealth Management is seeking a Client Services Administrator to support Independent Financial Advisers in delivering quality financial services from our Cardiff office. This full-time role combines administration, client liaison, and regulatory compliance to ensure smooth operations and accurate documentation.
You will handle client queries, coordinate with advisers and providers, maintain data accuracy and diary workflows, and help review packs with timely follow-up actions, aligned with
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