Onboarding manager Work, Jobs in Pontcanna, Crf (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
HR Learning and Development Lead
Advanced Secure Technologies —Saint Mellons
- £35,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Human resources
- Organisational skills
- Free parking
Quick apply
Associate Relationship Manager - Mid Markets
Lloyds Banking Group —Cardiff
- From £40,824 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
9d
Risk Manager
M Group —Newport
- Master's degree
- Bachelor's degree
- Leadership
- Annual leave
Production Operations Manager
Marshall Land Systems Ltd —Merthyr Tydfil
- Full-time
- Continuous improvement
- In-person
- Leadership
Business Development Manager
MacroActive —Cardiff
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Work from home
Quick apply
Customer Success Manager
Unify Limited —Caerphilly
- £35,000 - £38,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- APIs
- In-person
- Free parking
- Work from home
Quick apply
Manager
Delight care and Support Services —Cardiff
- £35,500 - £38,800 a year
- Full-time
- Driving
- Organisational skills
- In-person
Quick apply
Customer Success Manager
LEAP Legal Software —Cardiff
- £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
9d
Head of Commercial
Food Standards Agency —Cardiff
- £72,469 a year
- Temporary
- Remote
- Presentation skills
- Driving
- Contracts
8d
Deputy Manager
Pure Med recruitment —Newport
- £45,000 a year
- Full-time
- Nursing home
- Microsoft Office
- Travel
- Free parking
- Annual leave
Quick apply
8d
Customer Experience Specialist
ANNA —Cardiff
- £25,000 a year
- Monday to Friday
- Remote
- Customer service
- Communication skills
- Time management
- Annual leave
- Employee discount
Regional Recruiter
City and County Healthcare Group Ltd —Cardiff
- Monday to Friday
- Hybrid work
- Annual leave
- Sick pay
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
8d
Procurement Manager
Starling —Cardiff
- Hybrid work
- Analysis skills
- Contracts
- Financial services
- Annual leave
- Employee discount
Quick apply
Human Resources and Operations Assistant
Stage Sound Services Ltd —Cardiff
- £27,976.00 - £30,742.40 a year
- Full-time
- English
- Administrative experience
- Human resources
- Free parking
- Annual leave
Quick apply
8d
Commercial Manager
M Group —Newport
- Management
- Driving
- Travel
- Annual leave
- Employee assistance programme
3d
Senior Business Development Manager
WTW —Cardiff
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
- Annual leave
- Employee assistance programme
Payments Specialist
ExpenseIn —Cardiff
- £35,000 - £40,000 a year
- Hybrid work
- Analysis skills
- APIs
- Financial services
- Annual leave
Quick apply
Senior Communications Executive
Redkite Solicitors —Cardiff
- £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Travel
- Leadership
- Annual leave
- Gym membership
2d

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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

onboarding manager jobs in pontcanna, crf

Client Services Manager

HR Learning and Development Lead

Associate Relationship Manager - Mid Markets

Risk Manager

Production Operations Manager

Business Development Manager

Customer Success Manager

Manager

Customer Success Manager

Head of Commercial

Deputy Manager

Customer Experience Specialist

Regional Recruiter

Office Manager

Procurement Manager

Human Resources and Operations Assistant

Commercial Manager

Senior Business Development Manager

Payments Specialist

Senior Communications Executive

I want to receive the latest job alerts for onboarding manager in pontcanna, crf

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