Client manager Work, Jobs in Saint Mellons, Crf (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Deputy Head of Venues - Events
Cardiff Students Union —Cardiff
- £42,939 a year
- Full-time
- Hospitality
- Management
- First Aid Certification
- Employee discount
- Life insurance
Quick apply
9d
New Business Manager
Brakes —Cardiff
- Up to £48,000 a year
- Full-time
- Microsoft Powerpoint
- Communication skills
- Negotiation
- Employee discount
Client Account Manager
MacroActive —Cardiff
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Social media management
- Leadership
- Communication skills
Quick apply
7d
Business Development Manager
Town Square Spaces Ltd —Ystrad Mynach
- £40,000 - £43,000 a year
- Full-time
- Hybrid work
- CRM software
- Sales
- Business development
Quick apply
PR Manager
Hugh James —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
- Employee discount
13d
Service Desk Manager
Technology Transformation Group —Cardiff
- £46,500 a year
- Full-time
- Hybrid work
- Azure
- Continuous improvement
- Leadership
- Free parking
Quick apply
19h
Mindplace Centre Manager - Cardiff
Bupa —Cardiff
- From £43,000 a year
- Full-time
- Management
- Sales
- Microsoft Office
- Gym membership
- Life insurance
Quick apply
13h
Audit Manager
NHS Wales Shared Services Partnership —Cardiff
- £50,129 - £57,365 a year
- Full-time
- English
5d
Digital Marketing Trainee
GPS Financial —Cardiff
- From £25,877 a year
- Full-time
- CRM software
- Social media management
- English
- Free parking
Quick apply
1d
Security - Regional Support Manager
BidvestNoonan —Newport
- £40,000 a year
- Full-time
- Administrative experience
- IT
- Communication skills
Quick apply
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
Letting Agent
The Letting Experts —Cardiff
- £70,000 - £100,000 a year
- Remote
Facilities Helpdesk Manager
CBRE —Newport
- Full-time
- Time management
Audit Manager
BPU Chartered Accountants —Cardiff
- Leadership
2d
Fleet Business Development Manager
Vertu Motors —Newport
- £40,000 a year
- Full-time
- Sales
- Business development
- Communication skills
Quick apply
Event Client Success Manager
CXO Institute —Newport
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Organisational skills
- In-person
- Work from home
- Employee discount
Quick apply
8d
Development Officer
First Choice Housing Association —Cardiff
- £39,315 - £45,030 a year
- Full-time
- Hybrid work
- Management
- Project management
- Construction
- Free parking
- Health & wellbeing programme
Quick apply
6d
Business Development Manager (BDM) - Newport- Circa 41k Package- 53k OTE Uncapped
Yell Ltd —Newport
- £35,875 a year
- Full-time
- Remote
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Commercial Manager
M Group —Monmouthshire
- Management
- Driving
- Travel
- Annual leave
- Employee assistance programme

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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 saint mellons, crf

Client Services Manager

Deputy Head of Venues - Events

New Business Manager

Client Account Manager

Business Development Manager

PR Manager

Service Desk Manager

Mindplace Centre Manager - Cardiff

Audit Manager

Digital Marketing Trainee

Security - Regional Support Manager

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

Letting Agent

Facilities Helpdesk Manager

Audit Manager

Fleet Business Development Manager

Event Client Success Manager

Development Officer

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

Commercial Manager

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