Onboarding manager Work, Jobs in Birchgrove, Crf (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Service Desk Manager
Technology Transformation Group —Cardiff
- £46,500 a year
- Full-time
- Hybrid work
- Azure
- Continuous improvement
- Leadership
- 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
Associate Relationship Manager - Mid Markets
Lloyds Banking Group —Cardiff
- From £40,824 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
7d
HR Learning and Development Lead
Advanced Secure Technologies —Saint Mellons
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Human resources
- Organisational skills
- Free parking
Quick apply
Agency Appointments Manager
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Human Resources Advisor
PHSGroup —Caerphilly
- Monday to Friday
- Hybrid work
- Management
- Sales
- Travel
- Free parking
- Employee discount
9d
Agency Appointments Manager
Legal & General Investment Management —Cardiff
- Financial services
- Communication skills
- Employee discount
Risk Manager
M Group —Newport
- Master's degree
- Bachelor's degree
- Leadership
- Annual leave
Human Resources and Operations Assistant
Stage Sound Services Ltd —Cardiff
- £27,976.00 - £30,742.40 a year
- Full-time
- English
- Administrative experience
- Human resources
- Free parking
- Annual leave
Quick apply
6d
Barista
Starbucks —Llanishen
- Weekend availability
- Store discount
- Employee assistance programme
Customer Experience Specialist
ANNA —Cardiff
- £25,000 a year
- Monday to Friday
- Remote
- Customer service
- Communication skills
- Time management
- Annual leave
- Employee discount
14d
General Office Administrator
Universal Resource Trading Ltd —Caerphilly
- £14.50 - £16.00 an hour
- Overtime
- Laboratory experience
- Administrative experience
- IT
- Free parking
Quick apply
7h
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
7d
Tesco Travel Money Advisor
Travelex —Cardiff
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
9d
Assistant Manager
Starbucks —Cardiff
- Weekend availability
- Leadership
- Store discount
- Employee assistance programme
People Advisor
Spire Healthcare —Cardiff
- Full-time
- Human resources
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Business Development Manager
MacroActive —Cardiff
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Work from home
Quick apply
14d
Head of Commercial
Food Standards Agency —Cardiff
- £72,469 a year
- Temporary
- Remote
- Presentation skills
- Driving
- Contracts
6d
Procurement Manager
Starling —Cardiff
- Hybrid work
- Analysis skills
- Contracts
- Financial services
- Annual leave
- Employee discount
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

onboarding manager jobs in birchgrove, crf

Client Services Manager

Service Desk Manager

Customer Success Manager

Associate Relationship Manager - Mid Markets

HR Learning and Development Lead

Agency Appointments Manager

Human Resources Advisor

Agency Appointments Manager

Risk Manager

Human Resources and Operations Assistant

Barista

Customer Experience Specialist

General Office Administrator

Customer Success Manager

Tesco Travel Money Advisor

Assistant Manager

People Advisor

Business Development Manager

Head of Commercial

Procurement Manager

I want to receive the latest job alerts for onboarding manager in birchgrove, crf

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