Client manager Work, Jobs in Pentyrch, Crf (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
New Business Manager
Brakes —Cardiff
- Up to £48,000 a year
- Full-time
- Microsoft Powerpoint
- Communication skills
- Negotiation
- Employee discount
12d
Business Development Manager (BDM) - Cardiff - Circa 41k Package - 53k OTE Uncapped
Yell Ltd —Cardiff
- £35,875 - £41,000 a year
- Full-time
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Deputy Head of Venues - Events
Cardiff Students Union —Cardiff
- From £42,939 a year
- Full-time
- Hospitality
- Management
- First Aid Certification
- Employee discount
- Life insurance
Quick apply
1d
Client Onboarding & New Business Team Leader
Howells Legal Limited —Cardiff
- Full-time
- Management
- English
- Analysis skills
- Annual leave
- Referral programme
Quick apply
6d
Regional Sexual Assault Services Manager
New Pathways —Newport
- £36,500 a year
- Full-time
- Hybrid work
Quick apply
L'Oréal Luxe Multi-Brand Assistant Manager, John Lewis Cardiff (37.5 Hours)
l'Oréal —Cardiff
- Full-time
- Management
- Merchandising
- Administrative experience
- Annual leave
- Referral programme
Quick apply
13d
Regional Executive
Recruit 121 FAS —Cardiff Bay
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Management
- Sales
- Business development
Quick apply
5d
Security - Regional Support Manager
BidvestNoonan —Newport
- £40,000 a year
- Full-time
- Administrative experience
- IT
- Communication skills
Quick apply
14d
Motor Finance Account Manager (Dealers - Birmingham and South West)
Tandem Bank —Cardiff
- £47,500 - £55,000 a year
- Monday to Friday
- Remote
- Organisational skills
- Time management
- Annual leave
- Employee discount
Quick apply
13d
General Manager
CWRT BLEDDYN HOTEL & SPA —Usk
- £55,000 - £60,000 a year
- Full-time
- Hospitality
- Management
- Customer service
Quick apply
6d
Domestic Abuse Safety Officer - South Wales (Cardiff/Vale and Swansea)
HM Prison & Probation Service —Cardiff
- £30,001 - £50,000 a year
- Weekend availability
- Hybrid work
- English
- Presentation skills
- Annual leave
- Employee discount
7d
Relationship Manager (South Wales)
iamproperty & iamsold —Cardiff
- Up to £50,000 a year
- Full-time
- Hybrid work
- Annual leave
Quick apply
Business Development Manager (BDM) - Neath - Circa 41k Package - 53k OTE Uncapped
Yell Ltd —Neath
- £35,875 a year
- Full-time
- Remote
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Assistant Client Manager
Savills —Cardiff
- Organisational skills
- IT
- Communication skills
- Annual leave
Operations Manager - Military
Hugh James —Cardiff
- Full-time
- Hybrid work
- Management
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
Sales Development Manager
PHSGroup —Caerphilly
- £37,000 a year
- Sales
- Business development
- Presentation skills
Senior Relationship Manager, Growth, Commercial Mid-Market
National Westminster Bank PLC —Cardiff
- £50,480 - £75,720 a year
- Full-time
- Hybrid work
- Banking
- Annual leave
6d
Service Coordinator
ABM Catering for Leisure Ltd —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Accounting
- Life insurance
- Sick pay
Quick apply
4d
Area Development Manager
Lanes Group —Mid Glamorgan
- Full-time
- Sales
- Business development
Quick apply

I want to receive the latest job alerts for client manager in pentyrch, crf

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

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 pentyrch, crf

Client Services Manager

New Business Manager

Business Development Manager (BDM) - Cardiff - Circa 41k Package - 53k OTE Uncapped

Deputy Head of Venues - Events

Client Onboarding & New Business Team Leader

Regional Sexual Assault Services Manager

L'Oréal Luxe Multi-Brand Assistant Manager, John Lewis Cardiff (37.5 Hours)

Regional Executive

Security - Regional Support Manager

Motor Finance Account Manager (Dealers - Birmingham and South West)

General Manager

Domestic Abuse Safety Officer - South Wales (Cardiff/Vale and Swansea)

Relationship Manager (South Wales)

Business Development Manager (BDM) - Neath - Circa 41k Package - 53k OTE Uncapped

Assistant Client Manager

Operations Manager - Military

Sales Development Manager

Senior Relationship Manager, Growth, Commercial Mid-Market

Service Coordinator

Area Development Manager

I want to receive the latest job alerts for client manager in pentyrch, crf

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected