Client manager Work, Jobs in Bedwas, Cay (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Quantity Surveyor (Graduate)
Universal Group —Caerphilly
- £50,000 - £55,000 a year
- Full-time
- Microsoft Office
- Bachelor's degree
- Organisational skills
Quick apply
9d
New Business Manager
Brakes —Cardiff
- Up to £48,000 a year
- Full-time
- Microsoft Powerpoint
- Communication skills
- Negotiation
- Employee discount
Project Manager
M Group —Pontypridd
- PMP
- Project management
- Travel
- Annual leave
- Employee assistance programme
Client Onboarding Specialist (New Launches)
MacroActive —Cardiff
- Up to £28,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Travel
- Flexitime
Quick apply
4d
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
Customer Success Manager
Unify Limited —Caerphilly
- £35,000 - £38,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- APIs
- In-person
- Free parking
- Work from home
Quick apply
9d
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Accounts & Office Co-ordinator
GMI Electrical Ltd —Nelson
- £13 - £15 an hour
- Full-time
- Microsoft Excel
- Microsoft Office
- Accounting
- Flexible schedule
Quick apply
3d
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
Helpdesk Manager
CBRE GWS —Newport
- £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
- Free parking
Quick apply
11d
Rail Assurance Manager
Ground Control —Aberdare
- Full-time
- Remote
- Driving
- IT
- Communication skills
- Annual leave
- Life insurance
Quick apply
Senior Project Manager
M Group —Newport
- PMP
- Project management
- Contracts
- Annual leave
- Employee assistance programme
Estimator
GC Windows Ltd —Pontypool
- £29,000 - £38,000 a year
- Full-time
- Microsoft Excel
- Bachelor's degree
- Organisational skills
- Free parking
- Annual leave
Quick apply
8d
Account Manager and Onboarding Specialist
BCA —Cardiff
- £30,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Business Analyst
CGI —Bridgend
- Full-time
- Data analysis skills
- Software development
- Agile
Quick apply
Senior Capture Manager
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Sales
- Travel
- Free parking
- Employee assistance programme
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
8d
Member Support Specialist – Nights & Weekends
Bond OpCo, LLC —Trellech
- 8 hour shift
- Continuous improvement
- Data entry
- In-person
- Annual leave
- Flexible schedule
11d
Property Acquisions Executive
M&P PROPERTY MANAGEMENT (NEWPORT) LTD —Blackwood
- £27,000 - £69,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
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

client manager jobs in bedwas, cay

Client Services Manager

Quantity Surveyor (Graduate)

New Business Manager

Project Manager

Client Onboarding Specialist (New Launches)

Marketing Projects Team Manager

Customer Success Manager

Fleet Business Development Manager

Accounts & Office Co-ordinator

Head of Global Sales

Helpdesk Manager

Rail Assurance Manager

Senior Project Manager

Estimator

Account Manager and Onboarding Specialist

Business Analyst

Senior Capture Manager

Client Manager (Future Cardiff Office Lead)

Member Support Specialist – Nights & Weekends

Property Acquisions Executive

I want to receive the latest job alerts for client manager in bedwas, cay

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