Client manager Work, Jobs in Cathays Park, Crf (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Business Development Manager
MacroActive —Cardiff
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Work from home
Quick apply
PRIVATE HIRE SALES EXECUTIVE
Adventure Travel —Cardiff
- £35,000 - £38,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
Account Manager
CITY ELECTRICAL FACTORS LTD —Cardiff
- £28,000 - £35,000 a year
- Full-time
- Sales
- Salesforce
- Business development
- Free parking
- Employee discount
Quick apply
3d
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
Business Development Manager (BDM) - Cardiff - Circa 41k Package - 53k OTE Uncapped
Yell Ltd —Cardiff
- £35,875 - £41,000 a year
- Full-time
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Senior Communications Executive
Redkite Law —Cardiff
- £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Travel
- Leadership
- Annual leave
- Gym membership
Quick apply
7d
Regional Manager (Lift Industry)
Pickerings Lifts —Cardiff
- Full-time
- Microsoft Outlook
- IT
- In-person
- Free parking
- Annual leave
Quick apply
Business Development Manager (BDM) - Newport- Circa 41k Package- 53k OTE Uncapped
Yell Ltd —Newport
- £35,875 a year
- Full-time
- Remote
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Operations Coordinator
Phoenix Property Maintenance —Cowbridge
- From £27,000 a year
- Full-time
- Nursing home
- Administrative experience
- Supervising experience
- Free parking
Quick apply
10d
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
6d
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
13d
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
14d
Morgans Consult Production Manager
MS-Group Limited —Cardiff
- Full-time
- Analysis skills
- Organisational skills
- Leadership
- Annual leave
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
14d
Legal Administrator (Residential Property)
Howells Legal Limited —Cardiff
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
In-House Marketing Manager
FitPro Lead Gen —Nantgarw
- £30,000 a year
- Full-time
- Social media management
- In-person
- Communication skills
- Relocation assistance
Quick apply
9d
Residence Co-ordinator
Here! Students —Cardiff
- £25,603.50 a year
- Full-time
- Heavy lifting
- Sales
- Customer service
- Health & wellbeing programme
- Life insurance
Quick apply
10h
Senior Property Administrator
Sales & Lettings Angels —Cardiff
- £28,000 - £32,000 a year
- Full-time
- Sales
- Microsoft Office
- Administrative experience
- Annual leave
- Employee stock ownership plan
Quick apply
12h
Customer Success Manager (Marketing/SEO)
Time To Scale —Magor
- £32,000 a year
- Full-time
- Hybrid work
- Salesforce
- Travel
- Annual leave
Quick apply
6d

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client manager jobs near cathays park, crf

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 cathays park, crf

Client Services Manager

Business Development Manager

PRIVATE HIRE SALES EXECUTIVE

Account Manager

Client Manager (Future Cardiff Office Lead)

Business Development Manager (BDM) - Cardiff - Circa 41k Package - 53k OTE Uncapped

Senior Communications Executive

Regional Manager (Lift Industry)

Business Development Manager (BDM) - Newport- Circa 41k Package- 53k OTE Uncapped

Operations Coordinator

Strategic Programme Delivery Manager

Senior Cleaning Operations Manager

Customer Success Manager

Morgans Consult Production Manager

Associate Relationship Manager - Mid Markets

Legal Administrator (Residential Property)

In-House Marketing Manager

Residence Co-ordinator

Senior Property Administrator

Customer Success Manager (Marketing/SEO)

I want to receive the latest job alerts for client manager in cathays park, crf

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