Senior 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 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
Senior Capture Manager
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Sales
- Travel
- Free parking
- Employee assistance programme
Senior Account Manager
Walker & Sloan —Cardiff
- £30,000 - £40,000 a year
- Full-time
Senior Project Manager
M Group —Newport
- PMP
- Project management
- Contracts
- Annual leave
- Employee assistance programme
Senior Account Manager
Bakelite —Barry
- Full-time
- Sales
- Travel
- Negotiation
Quick apply
Service Desk Manager
Technology Transformation Group —Cardiff
- £46,500 a year
- Full-time
- Hybrid work
- Azure
- Continuous improvement
- Leadership
- Free parking
Quick apply
Senior Project Manager H/F
Groupe Ortec —Whitchurch
- £75,000 - £82,000 a year
- Management
- Engineering
- Project management
- Employee assistance programme
Quick apply
Associate Relationship Manager - Mid Markets
Lloyds Banking Group —Cardiff
- From £40,824 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
5d
Senior Project Manager
Gallifordtry —Cardiff
- Full-time
- Project management
- Travel
- Construction experience
- Employee assistance programme
- Employee discount
7d
Senior Cleaning Operations Manager
Diverse Commercial Solutions Ltd —Newport
- £45,000 - £48,000 a year
- Weekend availability
- Customer service
- Travel
- Organisational skills
- Free parking
Quick apply
4d
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
4d
Contract - Continuous Improvement Lead
Deloitte —Cardiff
- Hybrid work
- Analysis skills
- Continuous improvement
- Financial services
Senior Business Development Manager
WTW —Cardiff
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Annual leave
- Employee assistance programme
Senior Project Manager (PMCM Build)
WSP —Cardiff
- Part-time
- Hybrid work
- Project management
- Contracts
- Leadership
- Flexitime
- Work from home
Strategic Accounts Executive
Tes Global —Llantrisant
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Travel
Quick apply
SENIOR PROJECT MANAGER
Laing O'Rourke —Cardiff
- Engineering
- IT
Business Development Manager
PHSGroup —Llanwern
- £45,000 a year
- Monday to Friday
- CRM software
- Sales
- Business development
- Free parking
- Employee discount
Pillar 2 Compliance, Senior Manager
Pwc UK —Cardiff
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Accounting
Senior Planner
M Group —Caldicot
- Hybrid work
- Travel
- Contracts
- IT
- Annual leave
- Employee assistance programme

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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

senior client manager jobs in cardiff, wls

Client Services Manager

Client Manager (Future Cardiff Office Lead)

Senior Capture Manager

Senior Account Manager

Senior Project Manager

Senior Account Manager

Service Desk Manager

Senior Project Manager H/F

Associate Relationship Manager - Mid Markets

Senior Project Manager

Senior Cleaning Operations Manager

Compliance and Continuous Improvement Coordinator

Contract - Continuous Improvement Lead

Senior Business Development Manager

Senior Project Manager (PMCM Build)

Strategic Accounts Executive

SENIOR PROJECT MANAGER

Business Development Manager

Pillar 2 Compliance, Senior Manager

Senior Planner

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