Team leader, advisory services Work, Jobs in Usk, Mon (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Supervising experience
- Team management
- Organisational skills
- Employee discount
People Advisory Team Lead
Starling —Cardiff
- Full-time
- Hybrid work
- Data analysis skills
- Continuous improvement
- Quality control
- Annual leave
- Employee discount
Quick apply
12d
Quality Assurance Lead
Monmouthshire County Council —Usk
- £46,142 - £50,269 a year
- School
5d
Contact Centre Team Leader
ELA Comectronica Sarri Ltd. —Bristol
- £2,850 - £3,800 a month
- Full-time
- Supervising experience
- Continuous improvement
- Mentoring
Quick apply
12d
Continuous Improvement Lead
Safran —Cwmbran
- Full-time
- Continuous improvement
- Leadership
- Employee assistance programme
Internal Dealer Partner Development Team Leader
Orangebox —Nantgarw
- Full-time
- CRM software
- Sales
- Business development
- Employee discount
Quick apply
Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Employee discount
Operations Excellence Project Lead
Safran —Cwmbran
- Full-time
- Analysis skills
- Project management
- Continuous improvement
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Referral programme
Client Services Supervisor
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Organisational skills
- Training & development
- Communication skills
- Employee discount
Weekend Customer Services Team Leader
Almondsbury Garden Centre —Almondsbury
- £12.71 - £13.00 an hour
- Part-time
- Management
- English
- Supervising experience
Quick apply
Team Leader
Serco Plc —Newport
- £34,000 - £36,000 a year
- Full-time
- Hybrid work
- Management
- Leadership
- Communication skills
- Employee assistance programme
5d
Arweinydd Tîm – Llinell Bywyd (Lifeline) / Team Leader - Lifeline
Merthyr Tydfil County Borough Council —Merthyr Tydfil
- £34,434 - £36,363 a year
- Full-time
Service Desk Team Leader
IVC —Bristol
- £40,000 - £55,000 a year
- Hybrid work
- Azure
- Windows
- AWS
- Employee discount
Team Leader
Home Bargains —Tredegar
- £32,032 a year
- Supervising experience
- Leadership
- Store discount
- Annual leave
Quick apply
13d
Supplier Relationship Team Leader
Savills —Cardiff
- Full-time
- Annual leave
Team Leader (Specialist Housing)
Hedyn —Malpas
- £42,960 a year
- Full-time
- Customer service
- Continuous improvement
- Budgeting
- Annual leave
9d
Customer Service Team Leader
Ayvens —Bristol
- £32,000 - £38,000 a year
- Full-time
- Microsoft Outlook
- Management
- Microsoft Office
- Free parking
- Annual leave
Customer Experience Team Leader
Sopra Steria —Newport
- £26,972 - £29,000 a year
- Weekend availability
- Hybrid work
- Organisational skills
- IT
- Annual leave
Team Leader
GXO Logistics —Bristol
- £35,000 - £40,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- 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

Financial Conduct Authority guidelines
Business processes
Supervising experience
Team management
Organisational skills
Management reporting
Training & development
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

team leader, advisory services jobs in usk, mon

Client Services Manager

People Advisory Team Lead

Quality Assurance Lead

Contact Centre Team Leader

Continuous Improvement Lead

Internal Dealer Partner Development Team Leader

Client Services Administrator

Operations Excellence Project Lead

Client Services Executive

Client Services Supervisor

Weekend Customer Services Team Leader

Team Leader

Arweinydd Tîm – Llinell Bywyd (Lifeline) / Team Leader - Lifeline

Service Desk Team Leader

Team Leader

Supplier Relationship Team Leader

Team Leader (Specialist Housing)

Customer Service Team Leader

Customer Experience Team Leader

Team Leader

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