Senior office Work, Jobs in Cardiff, Crf (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Trainee Lettings Tenancy Signings Manager
CPS Homes —Cardiff
- From £35,000 a year
- Full-time
- Customer service
- Administrative experience
- In-person
Quick apply
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Head of Product - Dairy
YeoValley —Blagdon
- Up to £90,000 a year
- Monday to Friday
- Hybrid work
Quick apply
13d
Deputy Manager
Ronald McDonald House —Cardiff
- £27,000 a year
- Weekend availability
- Management
- Microsoft Office
- Administrative experience
Quick apply
13d
Head of Organisation Development
South Wales Fire and Rescue Service —Llantrisant
- £74,360 a year
- Full-time
- Organisational skills
4d
Concerns Manager - Complaints and PSOW
Aneurin Bevan University Health Board —Caerleon
- £50,129 - £57,365 a year
- Full-time
- English
- Paid training
5d
Safety, Quality & Compliance Team Leader
Willow Tree Housing Partnership —Axbridge
- £41,778 a year
- Full-time
- English
- In-person
- Communication skills
- Annual leave
- Work from home
Quick apply
11d
Workplace Experience Coordinator
Capital on Tap —Cardiff
- Travel
- Organisational skills
SME Relationship Director
Lloyds Banking Group —Cardiff
- £85,493 - £100,580 a year
- Full-time
- Hybrid work
- Driving
- Communication skills
- Negotiation
5d
Head of Contract Management
Food Standards Agency —Cardiff
- £72,469 - £86,600 a year
- Full-time
- Remote
- Presentation skills
- Contracts
4h
Senior Project Coordinator
General Dynamics Land Systems UK —Blackwood
- £42,000 - £52,500 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Student Engagement Officer
Learna Ltd —Cardiff
- From £27,000 a year
- Full-time
- Hybrid work
- Customer service
- Administrative experience
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
Trainer
M&D Care —Hirwaun
- £30,900 - £36,050 a year
- Full-time
- Travel
- Referral programme
Quick apply
5d
Process Engineer
IQE —Cardiff
- £50,000 - £55,000 a year
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
10d
Senior Risk Pricing Analyst
Somerset Bridge Group —Bristol
- £65,000 - £75,000 a year
- Full-time
- Hybrid work
- SQL
- Communication skills
- Python
- Annual leave
- Referral programme
Quick apply
Personal Assistant
Legal & General Investment Management —Cardiff
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Employee discount
6d
Finance Analyst, Consumer Lending
Lloyds Banking Group —Cardiff
- £44,901 - £49,890 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Financial services
4d
Senior Software Developer
Advanced Secure Technologies —Saint Mellons
- £55,000 - £65,000 a year
- Full-time
- Azure
- SQL
- Mentoring
- Free parking
- Employee assistance programme
Quick apply
Business Analyst
CGI —Bridgend
- Full-time
- Data analysis skills
- Software development
- Agile
Quick apply

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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 office jobs in cardiff, crf

Client Services Manager

Trainee Lettings Tenancy Signings Manager

Travel Sales Consultant

Head of Product - Dairy

Deputy Manager

Head of Organisation Development

Concerns Manager - Complaints and PSOW

Safety, Quality & Compliance Team Leader

Workplace Experience Coordinator

SME Relationship Director

Head of Contract Management

Senior Project Coordinator

Student Engagement Officer

Trainer

Process Engineer

Senior Risk Pricing Analyst

Personal Assistant

Finance Analyst, Consumer Lending

Senior Software Developer

Business Analyst

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