Client manager Work, Jobs in Cardiff (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Client Account Manager (Fitness & Social Media Marketing) – Health & Fitness SaaS
MacroActive —Cardiff
- £30,000 - £33,000 a year
- Full-time
- Hybrid work
- Marketing
- In-person
- Communication skills
Quick apply
Strategic Programme Delivery Manager
Vegas Professional Project Solutions Ltd. —Cardiff
- £81,000 a year
- Full-time
- Engineering
- Project management
- Bachelor's degree
- Health & wellbeing programme
- Flexitime
Quick apply
2d
Corporate Learning Programmes Manager
Instituto BBS Professional Learning Ltd. —Cardiff
- £84,000 a year
- Education
- Human resources
- In-person
- Health & wellbeing programme
Quick apply
2d
Guest Services Manager
Mitie —Cardiff
- £17.23 an hour
- Full-time
- Microsoft Outlook
- Administrative experience
- Human resources
Business Development Manager
MacroActive —Cardiff
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Work from home
Quick apply
Morgans Consult Production Manager
MS-Group Limited —Cardiff
- Full-time
- Analysis skills
- Organisational skills
- Leadership
- Annual leave
Quick apply
Regional Manager (Lift Industry)
Pickerings Lifts —Cardiff
- Full-time
- Microsoft Outlook
- IT
- In-person
- Free parking
- Annual leave
Quick apply
Relationship Manager
Hodge Bank —Cardiff
- From £56,925 a year
- Full-time
- Hybrid work
- Financial services
- Negotiation
- Free parking
- Health & wellbeing programme
Quick apply
14d
Senior Capture Manager
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Sales
- Travel
- Free parking
- Employee assistance programme
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
9d
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
Customer Success Manager
LEAP Legal Software —Cardiff
- £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
10d
Assistant Facilities Manager
CBRE —Cardiff
- Full-time
- Microsoft Office
- Administrative experience
- Contracts
Social Value Advisor
Wates —Cardiff
- Microsoft Powerpoint
- Microsoft Outlook
- IT
13d
Store Detective
ASEL —Cardiff
- £15 an hour
- Full-time
- Driving
- IT
- Communication skills
- Employee assistance programme
- Employee discount
6d
Operations Supervisor – Cardiff
Showsec —Cardiff
- £31,895 - £36,105 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
5d
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
14d
Audi Business Development Manager
Mon Motors —Cardiff
- £27,000 - £50,000 a year
- Full-time
- Sales
- Business development
- Driving
- Work from home
- Employee discount
Quick apply
22h
Sales and Customer Success Manager – Golf/Retail EPOS Solutions
Xpos —Bristol
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Travel
Quick apply
12d

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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

Client Services Manager

Client Account Manager (Fitness & Social Media Marketing) – Health & Fitness SaaS

Strategic Programme Delivery Manager

Corporate Learning Programmes Manager

Guest Services Manager

Business Development Manager

Morgans Consult Production Manager

Regional Manager (Lift Industry)

Relationship Manager

Senior Capture Manager

Senior Cleaning Operations Manager

Client Manager (Future Cardiff Office Lead)

Customer Success Manager

Assistant Facilities Manager

Social Value Advisor

Store Detective

Operations Supervisor – Cardiff

Business Advisory Manager

Audi Business Development Manager

Sales and Customer Success Manager – Golf/Retail EPOS Solutions

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