Client services Work, Jobs in Bleadon, Som (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Employee discount
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
CAD/CAM Engineer
Crown Manufacturing —Weston-super-Mare
- £28,000 - £30,000 a year
- Full-time
- CAD
- Organisational skills
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Recovery Navigator, Safe Haven
Second Step —Weston-super-Mare
- £26,056 a year
- Organisational skills
- IT
- Annual leave
- Employee assistance programme
3d
Beauty and Massage Therapist
Wellbeing At The Webbington LTD —Axbridge
- Up to £25,000 a year
- Weekend availability
- Anatomy knowledge
- Hotel
- Bachelor's degree
- Free parking
- Employee discount
Quick apply
12d
Travel agent
Alexanders Group —Cardiff
- £2,200 - £2,500 a month
- Full-time
- Hybrid work
- Hospitality
- Customer service
- English
Quick apply
1d
Paraplanning administrator
Watermark Wealth Management Limited —Burnham-on-Sea
- £26,102.55 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
12d
Home Helper / Domestic Care
Cleanify Uk —Weston-super-Mare
- From £14 an hour
- Part-time
- Customer service
- Care experience
- Cooking
- Annual leave
Quick apply
Therapeutic Case Worker for Holistic Hoarding
Holistic Hoarding —Caerphilly
- £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
4d
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Events Executive
The Celtic Collection —Newport
- £14.13 an hour
- Full-time
- Hospitality
- Sales
- Organisational skills
Advanced Rigger
Pipewize Ltd —Bridgwater
- £29.34 an hour
- English
- Construction
- In-person
Quick apply
7d
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
2d
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
12h
Coffee & ~Vending Machine Engineer
Roundstone Vending Ltd —Weston-super-Mare
- £28,000 - £30,000 a year
- Full-time
- Maintenance
- Electrical experience
- Organisational skills
Quick apply
Operations Manager
Impact Food Group —North Somerset
- Full-time
- Management
- Travel
- Organisational skills
- Annual leave
Quick apply
7d
Trainee Sales Representative
NextGen Talent —Bristol
- £575 - £700 a week
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Outlook
Quick apply
7d
CBT Therapists, Psychological Wellbeing Practitioners (PWPs) and Counsellors
Towards —Bristol
- £28,000 - £50,000 a year
- Part-time
- Master's degree
- IT
- In-person
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 services jobs in bleadon, som

Client Services Manager

Client Services Supervisor

Client Services Administrator

CAD/CAM Engineer

Client Services Executive

Recovery Navigator, Safe Haven

Beauty and Massage Therapist

Travel agent

Paraplanning administrator

Home Helper / Domestic Care

Therapeutic Case Worker for Holistic Hoarding

Travel Sales Consultant

Events Executive

Advanced Rigger

Office Administrator (Full Time)

Trainee Paraplanner

Coffee & ~Vending Machine Engineer

Operations Manager

Trainee Sales Representative

CBT Therapists, Psychological Wellbeing Practitioners (PWPs) and Counsellors

I want to receive the latest job alerts for client services in bleadon, som

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