Client manager Work, Jobs in Mountain Ash, Rct (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
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
Purchasing Assistant
Nisbets —Merthyr Tydfil
- £26,786 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
12d
Accounts & Office Co-ordinator
GMI Electrical Ltd —Nelson
- £13 - £15 an hour
- Full-time
- Microsoft Excel
- Microsoft Office
- Accounting
- Flexible schedule
Quick apply
6d
Client Onboarding Specialist (New Launches)
MacroActive —Cardiff
- Up to £28,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Travel
- Flexitime
Quick apply
7d
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
10d
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
General Manager
Pencelli Hotel —Treorchy
- From £30,000 a year
- Full-time
- Hospitality
- Management
- Hotel
- Employee discount
- Sick pay
Quick apply
Business Analyst
CGI —Bridgend
- Full-time
- Data analysis skills
- Software development
- Agile
Quick apply
Project Manager
Scrumconnect Consulting —Swansea
- £60,000 a year
- Azure
- PMP
- Project management
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Client Portfolio Manager- Tonypandy
Xeinadin —Tonypandy
- IT
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Senior Project Manager
M Group —Newport
- PMP
- Project management
- Contracts
- Annual leave
- Employee assistance programme
Social Value Advisor
Wates —Pontypridd
- Microsoft Powerpoint
- Microsoft Outlook
- IT
13h
Sales Manager
CanDo Laundry Services —Port Talbot
- £40,000 - £45,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Annual leave
Quick apply
3d
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
Senior Capture Manager
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- Sales
- Travel
- Free parking
- Employee assistance programme
Client Manager (Future Cardiff Office Lead)
MWR Accountants —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Supervising experience
- Accounting
- Mentoring
- Annual leave
- Sick pay
Quick apply
11d

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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 mountain ash, rct

Client Services Manager

Rail Assurance Manager

Project Manager

Purchasing Assistant

Accounts & Office Co-ordinator

Client Onboarding Specialist (New Launches)

Independent Domestic Violence Adviser (IDVA)

Head of Global Sales

Programme Manager

General Manager

Business Analyst

Project Manager

Fleet Business Development Manager

Client Portfolio Manager- Tonypandy

Senior Project Manager

Social Value Advisor

Sales Manager

Mortgage Packaging Specialist

Senior Capture Manager

Client Manager (Future Cardiff Office Lead)

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