Wealth manager Work, Jobs in Portbury, Som (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Senior Consultant: Project Controls / Planning
i3Works —Bristol
- £45,000 - £65,000 a year
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
13d
Digital Transformation Consultants
i3Works —Bristol
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Business development
- Continuous improvement
- Agile
- Annual leave
- Life insurance
Rugby Development Apprenticeship Programme
The Welsh Rugby Union —Cardiff
- £12,515 a year
- Weekend availability
- Hybrid work
- Marketing
- University
- Free parking
- Employee assistance programme
14h
Project Manager – SRS Business Change
Cardiff Metropolitan University —Cardiff
- £46,049 - £51,753 a year
- Full-time
- Project management
- Agile
- Communication skills
- Annual leave
4d
International Market Lead, Middle East
National Westminster Bank PLC —Bristol
- £50,480 - £75,720 a year
- Full-time
- Hybrid work
- Travel
- Banking
- Annual leave
Portfolio Manager
Atomos —Bristol
- Hybrid work
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
- Banking
Damp, Mould & Condensation Surveyor
Alliance Homes Group —Bristol
- £49,466 a year
- Full-time
- Organisational skills
- Construction
12d
Audit Stream Learning and Development - US Curriculum Lead
BDO —Bristol
- Full-time
- Management
- Travel
- Communication skills
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Sales
- Microsoft Office
Tax Audit and Accounting Group, Assistant Manager
BDO —Bristol
- Full-time
- Mentoring
- Leadership
- Tax experience
Proposition Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Product management
- Financial services
Portfolio Manager (Cazenove Bristol)
Schroders —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Business development
Audit Manager
BPU Chartered Accountants —Cardiff
- Leadership
Senior / Principal Consultant – Defence / Submarine Enterprise
i3Works —Bristol
- £50,000 - £85,000 a year
- Full-time
- Hybrid work
- Business development
- Project management
- Agile
- Annual leave
- Life insurance
Deputy General Manager
Doubletree by Hilton Bristol North —Bristol
- Full-time
- Bar
- Management
- Hotel
- Free parking
Quick apply
14d
General Manager
The Wellington, Bristol —Horfield
- £41,000 - £46,000 a year
- Full-time
- Hotel
- Leadership
Quick apply
15h
Assistant Branch Manager
SIG Plc —Bristol
- Sales
- Customer service
- Microsoft Office
- Employee discount
1h
Senior Agent/ Agent
AmcoGiffen —Bristol
- £55,000 - £65,000 a year
- Full-time
- Civil engineering
- Engineering
- Driving
- Life insurance
Quick apply
6d

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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

wealth manager jobs in portbury, som

Client Services Manager

Senior Consultant: Project Controls / Planning

Digital Transformation Consultants

Rugby Development Apprenticeship Programme

Project Manager – SRS Business Change

International Market Lead, Middle East

Portfolio Manager

RBC Brewin Dolphin - Wealth Manager - West of England

Damp, Mould & Condensation Surveyor

Audit Stream Learning and Development - US Curriculum Lead

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Tax Audit and Accounting Group, Assistant Manager

Proposition Manager

Portfolio Manager (Cazenove Bristol)

Audit Manager

Senior / Principal Consultant – Defence / Submarine Enterprise

Deputy General Manager

General Manager

Assistant Branch Manager

Senior Agent/ Agent

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