Wealth manager Work, Jobs in Cardiff, Wls (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Project Manager – SRS Business Change
Cardiff Metropolitan University —Cardiff
- £46,049 - £51,753 a year
- Full-time
- Project management
- Agile
- Communication skills
- Annual leave
8d
Business Assurance Manager
Legal & General Investment Management —Cardiff
- Financial services
- Communication skills
- Employee discount
11h
Club & Coaching Lead
Cardiff Metropolitan University —Cardiff
- £35,608 - £38,784 a year
- Full-time
- Communication skills
- School
- Annual leave
Openings Support Manager
Hickory's Smokehouse —Cardiff
- Up to £35,000 a year
- Full-time
- Driving
- Restaurant
- Restaurant experience
- Health & wellbeing programme
- Employee discount
Quick apply
7d
Business Assurance Manager
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
16h
Senior Technician Sport Performance Analysis
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Full-time
- Organisational skills
- School
- Annual leave
1d
FinCrime Due Diligence Analyst
Capital on Tap —Cardiff
- £500 - £750 a week
- Analysis skills
University Tennis Coordinator
Cardiff Metropolitan University —Cardiff
- £26,707 - £27,319 a year
- Part-time
- Master's degree
- University
- School
- Annual leave
Private Markets Investment Administrator
Delio —Cardiff
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
Quick apply
Design Internship
Cardiff Metropolitan University —Cardiff
- £25,949 a year
- Full-time
- Organisational skills
- Communication skills
- School
- Annual leave
Audit Manager
BPU Chartered Accountants —Cardiff
- Leadership
Student Recruitment Graduate Assistant
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Weekend availability
- University
- Presentation skills
- Travel
- Annual leave
2d
Development Manager - CRT Support (Wales)
The Coalfields Regeneration Trust —Tredegar
- £46,332 a year
- Full-time
- In-person
- Store discount
- Employee discount
Quick apply
21h
Rugby Development Apprenticeship Programme
The Welsh Rugby Union —Cardiff
- £12,515 a year
- Weekend availability
- Hybrid work
- Marketing
- University
- Free parking
- Employee assistance programme
4d
Clinic Manager
Fresenius Medical Care —Merthyr Tydfil
- Up to £49,650 a year
- Overtime
- Administrative experience
- Organisational skills
- Free parking
- Referral programme
Quick apply
Corporate Tax Manager
Kilsby Williams Chartered Accountants —Newport
- Hybrid work
- Tax experience
Tennis Player and Coach
Cardiff Metropolitan University —Cardiff
- £26,707 - £27,319 a year
- Call to connect
- Master's degree
- University
- Organisational skills
- Annual leave
12d
Project Quantity Surveyor
AmcoGiffen —Llantrisant
- £50,000 - £60,000 a year
- Full-time
- Civil engineering
- No degree
- Contracts
- Annual leave
- Referral programme
Quick apply
8d
Quantity Surveyor/Senior Quantity Surveyor
AmcoGiffen —Pontyclun
- £40,000 - £70,000 a year
- Full-time
- No degree
- Mentoring
- Contracts
- Annual leave
Quick apply
1d

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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

wealth manager jobs in cardiff, wls

Client Services Manager

Project Manager – SRS Business Change

Business Assurance Manager

Club & Coaching Lead

Openings Support Manager

Business Assurance Manager

Senior Technician Sport Performance Analysis

FinCrime Due Diligence Analyst

University Tennis Coordinator

Private Markets Investment Administrator

Design Internship

Audit Manager

Student Recruitment Graduate Assistant

Development Manager - CRT Support (Wales)

Rugby Development Apprenticeship Programme

Clinic Manager

Corporate Tax Manager

Tennis Player and Coach

Project Quantity Surveyor

Quantity Surveyor/Senior Quantity Surveyor

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