Client manager Work, Jobs in Cardiff, Wls (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Client Onboarding Specialist (New Launches)
MacroActive —Cardiff
- Up to £28,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Travel
- Flexitime
Quick apply
8d
Client Manager (Future Cardiff Office Lead)
MWR Accountants —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Supervising experience
- Accounting
- Mentoring
- Annual leave
- Sick pay
Quick apply
12d
PRIVATE HIRE SALES EXECUTIVE
Adventure Travel —Cardiff
- £35,000 - £38,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
1d
Marketing Manager
Forum Europe —Cardiff
- From £40,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- Project management
- Work from home
- Bereavement leave
Quick apply
6h
Senior Project Manager
M Group —Newport
- PMP
- Project management
- Contracts
- Annual leave
- Employee assistance programme
Project Manager
M Group —Pontypridd
- PMP
- Project management
- Travel
- Annual leave
- Employee assistance programme
Senior Capture Manager
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Sales
- Travel
- Free parking
- Employee assistance programme
Head of Global Sales
Great Walls Global Trading Ltd —Newport
- £100,234.46 - £140,706.09 a year
- Full-time
- Hybrid work
- Sales
- Travel
- Leadership
- Health & wellbeing programme
- Flexitime
Quick apply
Business Development Manager
MacroActive —Cardiff
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Work from home
Quick apply
6d
Helpdesk Manager
CBRE GWS —Newport
- £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
- Free parking
Quick apply
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Audit Manager
NHS Wales Shared Services Partnership —Cardiff
- £50,129 - £57,365 a year
- Full-time
- English
De-Carbonisation Programme Manager
Cardiff Metropolitan University —Cardiff
- £53,301 - £61,759 a year
- Full-time
- Organisational skills
- Communication skills
- School
- Annual leave
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
2d
Commercial Manager
Date Digital Lounge Ltd. —Cardiff
- £7,600 - £8,500 a month
- Full-time
- CRM software
- Salesforce
- Business development
Quick apply
Marketing Projects Team Manager
Enable Promotional Marketing —Weston-super-Mare
- £36,000 - £38,000 a year
- Full-time
- Supervising experience
- Team management
- Organisational skills
- Free parking
Quick apply
Risk Manager
M Group —Newport
- Master's degree
- Bachelor's degree
- Leadership
- Annual leave
Event Client Success Manager
CXO Institute —Newport
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- In-person
- Work from home
- Employee discount
Quick apply
Guest Services Manager
Mitie —Cardiff
- £17.23 an hour
- Full-time
- Microsoft Outlook
- Administrative experience
- Human resources
8d

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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

client manager jobs in cardiff, wls

Client Services Manager

Client Onboarding Specialist (New Launches)

Client Manager (Future Cardiff Office Lead)

PRIVATE HIRE SALES EXECUTIVE

Marketing Manager

Senior Project Manager

Project Manager

Senior Capture Manager

Head of Global Sales

Business Development Manager

Helpdesk Manager

Fleet Business Development Manager

Audit Manager

De-Carbonisation Programme Manager

Business Advisory Manager

Commercial Manager

Marketing Projects Team Manager

Risk Manager

Event Client Success Manager

Guest Services Manager

I want to receive the latest job alerts for client manager in cardiff, wls

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