Business services manager Work, Jobs in Cardiff, Wls (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Business Advisory Manager
Sigfrido Serra Consulting Ltd —Cardiff
- £72,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- In-person
- Free parking
Quick apply
7d
Project Manager – SRS Business Change
Cardiff Metropolitan University —Cardiff
- £46,049 - £51,753 a year
- Full-time
- Project management
- Agile
- Communication skills
- Annual leave
10d
Business Development Manager
PHSGroup —Llanwern
- £45,000 a year
- Monday to Friday
- CRM software
- Sales
- Business development
- Free parking
- Employee discount
Head of Organisation Development
South Wales Fire and Rescue Service —Llantrisant
- £74,360 a year
- Full-time
- Organisational skills
10d
Senior Customer Services Manager
Capital on Tap —Cardiff
- £500 - £750 a week
- Customer service
- Analysis skills
- Financial services
12d
Group Training Manager
Kepak Group —Cardiff
- Full-time
- Hybrid work
- Travel
- Annual leave
- Employee assistance programme
Quick apply
11d
Strategic Planning Manager
Welsh Water —Cardiff
- £70,000 a year
- Analysis skills
- No degree
- Communication skills
- Annual leave
- Employee assistance programme
Supplier Manager
Welsh Water —Newport
- £74,700 a year
- Hybrid work
- Continuous improvement
- Contracts
- Negotiation
12d
Business Assurance Manager
Legal & General Investment Management —Cardiff
- Financial services
- Communication skills
- Employee discount
2d
Marketing Manager
Forum Europe —Cardiff
- From £40,000 a year
- Full-time
- Hybrid work
- English
- Microsoft Office
- Business development
- Work from home
- Bereavement leave
Quick apply
5d
Pharmacy Business Manager
IQVIA —Cardiff
- Microsoft Powerpoint
- Sales
- Communication skills
- Annual leave
- Employee discount
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Compliance and Continuous Improvement Coordinator
Eco2 Management Services Limited —Cardiff
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Continuous improvement
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
2d
Business Development Manager
GEM —Cwmbran
- £40,000 - £50,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Employee assistance programme
Quick apply
11d
Area Operations Manager
LKQ Corporation —Cardiff
- Full-time
- Negotiation
- Annual leave
- Employee assistance programme
12d
Bench General Manager
Five Guys UK —Cardiff
- £40,970 a year
- Customer service
- Leadership
- Restaurant
- Annual leave
- Employee assistance programme
6d
Business Analyst
CGI —Bridgend
- Full-time
- Data analysis skills
- Software development
- Agile
Quick apply
Business Development Manager
LexisNexis Risk Solutions —Cardiff
- Full-time
- Sales
- Communication skills
- Negotiation
- Employee assistance programme
- Employee discount
Associate Relationship Manager - Mid Markets
Lloyds Banking Group —Cardiff
- From £40,824 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
3d

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Client Services Manager

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Management
Supervising experience
Mentoring
Organisational skills
Financial services
Time management

Full job description

Client Services Manager

An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms.

We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. This position is based from our Cardiff office.

The purpose of this role is to oversee, and line manage a team of supervisors to ensure the delivery of high-quality support services to our Financial Advisers. Act as an escalation point for questions and queries across the team.

As our Client Services Manager, you will typically:

Be responsible for the overall management of the Client Services Team, ensuring a standardised approach is followed for all processes
Work closely with all Supervisors to achieve departmental goals
Hold regular 1:1’s with Financial Advisers to ensure the support they have meets their expectations
Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time
Drive continuous process improvements highlight any process change recommendations to the relevant stakeholders for review
Track KPIs for the team and provide reports to senior management on team performance
Ensure compliance with FCA regulations and internal policies, addressing any risks or breaches.

What we are looking for in our ideal Client Services Manager:

Proven experience in a managerial position in financial services administration, preferably within an IFA firm
Ability to form positive relationships in a high-pressure environment
Proven management experience within a fast-paced industry
An understanding of FCA regulations and compliance requirements
Experience in supervising or mentoring a team, upskilling where necessary
Excellent organisational and time management skills
Strong interpersonal skills using clear and concise language in both written and verbal correspondence.

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.

Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.

Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or if you have any queries, email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

business services manager jobs in cardiff, wls

Client Services Manager

Business Advisory Manager

Project Manager – SRS Business Change

Business Development Manager

Head of Organisation Development

Senior Customer Services Manager

Group Training Manager

Strategic Planning Manager

Supplier Manager

Business Assurance Manager

Marketing Manager

Pharmacy Business Manager

Fleet Business Development Manager

Compliance and Continuous Improvement Coordinator

Business Development Manager

Area Operations Manager

Bench General Manager

Business Analyst

Business Development Manager

Associate Relationship Manager - Mid Markets

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