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

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Client Services Administrator
eXPD8 —Bristol
- £24,784.50 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
- Referral programme
European Operations Administrator
Simarco —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Quick apply
Client Experience Manager - Delivering accounting & business support
Hughes, Isaac and Co Ltd —Burnham-on-Sea
- £46,000 - £56,000 a year
- Part-time
- Hybrid work
- Supervising experience
- Accounting
- Organisational skills
- Free parking
- Referral programme
Quick apply
12d
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
20h
Companion for Elderly / Personal Assistant
Companions Who Care Ltd —Radstock
- £15.05 - £18.85 an hour
- Part-time
- Care experience
- Driving
- In-person
- Flexitime
Quick apply
Client Relationship Team
Davisons Law —Cardiff
- Full-time
- Customer service
- Administrative experience
- Front desk
- Annual leave
- Referral programme
Quick apply
Travel Sales Consultant
Trailfinders —Cardiff
- £44,000 - £49,000 a year
- Full-time
- Sales
- Employee discount
- Sick pay
Companion for Elderly / Personal Assistant - Keynsham
Companions Who Care Ltd —Keynsham
- £15.05 - £18.85 an hour
- Part-time
- Care experience
- Driving
- In-person
Quick apply
Warrant Officer
Conexus Recovery and Field Services —Bristol
- From £36,050 a year
- Full-time
- Bachelor's degree
- Driving
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
Trainee Sales Representative
NextGen Talent —Bristol
- £575 - £700 a week
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Outlook
Quick apply
5d
Catering Assistant
Aspens —Cheddar
- £12.71 an hour
- No weekends
- School
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
Senior Account Manager
Iconography Ltd —Ilminster
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- CRM software
- Management
- Customer service
- Free parking
- Work from home
Quick apply
12d
Event Companion (Strictly Platonic Plus-One Service)
April Companions —Bristol
- Part-time
- Microsoft Word
- Hospitality
- Microsoft Outlook
Quick apply
2d
CAD Technician
Buko Traffic & Safety —Weare
- £27,000 - £31,000 a year
- Full-time
- CAD
- Customer service
- Microsoft Office
- Employee discount
Quick apply
Service Operations Coordinator
WPS-UK Ltd —Nailsea
- £32,000 - £42,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Maintenance
- Free parking
- Annual leave
Quick apply
3d
Financial Planning Administrator / Trainee Paraplanner
Romilly Financial —Penarth
- £24,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Health & wellbeing programme
Quick apply
11d
Client Accounts Assistant
Andrews Property Group —Keynsham
- £28,000 a year
- Full-time
- Customer service
- Microsoft Office
- Accounting
- Free parking
- Health & wellbeing programme
Quick apply
Rental Agent
SIXT UK —Yeovil
- From £29,500 a year
- Full-time
- Driving
- Communication skills
- Paid training
- Annual leave
Quick apply

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services jobs near draycott, som

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 draycott, som

Client Services Manager

Client Services Administrator

European Operations Administrator

Client Experience Manager - Delivering accounting & business support

Office Administrator (Full Time)

Companion for Elderly / Personal Assistant

Client Relationship Team

Travel Sales Consultant

Companion for Elderly / Personal Assistant - Keynsham

Warrant Officer

Trainee Sales Representative

Catering Assistant

CBT Therapists, Psychological Wellbeing Practitioners (PWPs) and Counsellors

Senior Account Manager

Event Companion (Strictly Platonic Plus-One Service)

CAD Technician

Service Operations Coordinator

Financial Planning Administrator / Trainee Paraplanner

Client Accounts Assistant

Rental Agent

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected