Client manager Work, Jobs in Ferndale, Rct (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
General Manager
Pencelli Hotel —Treorchy
- From £30,000 a year
- Full-time
- Hospitality
- Management
- Hotel
- Employee discount
- Sick pay
Quick apply
Rail Assurance Manager
Ground Control —Aberdare
- Full-time
- Remote
- Driving
- IT
- Communication skills
- Annual leave
- Life insurance
Quick apply
Project Manager
M Group —Pontypridd
- PMP
- Project management
- Travel
- Annual leave
- Employee assistance programme
Client Portfolio Manager- Tonypandy
Xeinadin —Tonypandy
- IT
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Accounts & Office Co-ordinator
GMI Electrical Ltd —Nelson
- £13 - £15 an hour
- Full-time
- Microsoft Excel
- Microsoft Office
- Accounting
- Flexible schedule
Quick apply
5d
Business Analyst
CGI —Bridgend
- Full-time
- Data analysis skills
- Software development
- Agile
Quick apply
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
Programme Manager
Scrumconnect Consulting —Swansea
- £70,000 a year
- PMP
- Agile
- Leadership
Client Onboarding Specialist (New Launches)
MacroActive —Cardiff
- Up to £28,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Travel
- Flexitime
Quick apply
6d
Quantity Surveyor (Graduate)
Universal Group —Caerphilly
- £50,000 - £55,000 a year
- Full-time
- Microsoft Office
- Bachelor's degree
- Organisational skills
Quick apply
11d
New Business Manager
Brakes —Cardiff
- Up to £48,000 a year
- Full-time
- Microsoft Powerpoint
- Communication skills
- Negotiation
- Employee discount
Project Manager
Scrumconnect Consulting —Swansea
- £60,000 a year
- Azure
- PMP
- Project management
Independent Domestic Violence Adviser (IDVA)
Safer Merthyr Tydfil —Merthyr Tydfil
- £25,654 - £26,552 a year
- Full-time
- Hybrid work
- In-person
- Flexitime
- Flexible schedule
Quick apply
9d
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
1d
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Senior Project Manager
M Group —Newport
- PMP
- Project management
- Contracts
- Annual leave
- Employee assistance programme
Purchasing Assistant
Nisbets —Merthyr Tydfil
- £26,786 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Account Manager and Onboarding Specialist
BCA —Cardiff
- £30,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Mortgage Packaging Specialist
Brilliant Group —Swansea
- £25,000 - £28,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
- Work from home
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 ferndale, rct

Client Services Manager

General Manager

Rail Assurance Manager

Project Manager

Client Portfolio Manager- Tonypandy

Accounts & Office Co-ordinator

Business Analyst

Head of Global Sales

Programme Manager

Client Onboarding Specialist (New Launches)

Quantity Surveyor (Graduate)

New Business Manager

Project Manager

Independent Domestic Violence Adviser (IDVA)

Office Administrator (Full Time)

Fleet Business Development Manager

Senior Project Manager

Purchasing Assistant

Account Manager and Onboarding Specialist

Mortgage Packaging Specialist

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