Client manager Work, Jobs in Westbury On Trym, Bst (with Salaries)

Client Services Manager
AFH Financial Group —Cardiff
- Full-time
- Management
- Supervising experience
- Mentoring
- Employee discount
Corporate Client Services Manager
AFINCO Business Solutions Ltd —Cardiff
- £66,000 a year
- Full-time
- CRM software
- Analysis skills
- Bachelor's degree
- Free parking
- Health & wellbeing programme
Quick apply
9h
Commercial Contracts Manager
Touchstone Developments & Investments Ltd —Bristol
- £55,000 a year
- Full-time
- Management
- Contracts
- In-person
- Life insurance
Quick apply
Client Experience Manager - Delivering accounting & business support
Hughes, Isaac and Co Ltd —Burnham-on-Sea
- £46,000 - £56,000 a year
- Part-time
- Hybrid work
- Supervising experience
- Accounting
- Organisational skills
- Free parking
- Referral programme
Quick apply
13d
Senior Talent Solutions Manager
Sanderson —Bristol
- Full-time
- Leadership
Quick apply
Business Development Manager (Maritime)
CGI —Chippenham
- Full-time
- Sales
- Business development
- Presentation skills
Quick apply
New Business Manager
Brakes —Bristol
- Up to £48,000 a year
- Full-time
- Microsoft Powerpoint
- Communication skills
- Negotiation
- Employee discount
Head of Global Sales
Great Walls Global Trading Ltd —Newport
- £100,234.46 - £140,706.09 a year
- Full-time
- Hybrid work
- Sales
- Travel
- Leadership
- Health & wellbeing programme
- Flexitime
Quick apply
Marketing Projects Team Manager
Enable Promotional Marketing —Weston-super-Mare
- £36,000 - £38,000 a year
- Full-time
- Supervising experience
- Team management
- Organisational skills
- Free parking
Quick apply
Works Manager
SPS South Ltd —Bristol
- £35,000 - £45,000 a year
- Management
- Supervising experience
- Organisational skills
Quick apply
10d
Client Care Executive
Kidwells Solicitors —Bristol
- From £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
6d
Sales and Project Coordinator
Arcania Apothecary Limited —Wells
- Full-time
- Microsoft Excel
- Administrative experience
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
2d
Client Onboarding Specialist (New Launches)
MacroActive —Cardiff
- Up to £28,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Travel
- Flexitime
Quick apply
6d
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
Head of Business Development
On Site Security Ltd —Bristol
- £20 an hour
- Full-time
- Hybrid work
- Sales
- Business development
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
5d
Project Manager
Huber Technology —Chippenham
- £55,000 - £60,000 a year
- Full-time
- Project management
- Travel
- Contracts
- Life insurance
- Sick pay
Quick apply
4d
Account Manager
SOUTHERN COMMUNICATIONS LIMITED —Bristol
- £32,500 a year
- Full-time
- Driving
- In-person
- Free parking
- Employee assistance programme
Quick apply
Co production Lead
Second Step —Bristol
- £38,717 a year
- Full-time
- Hybrid work
Service Manager
Antac Support Services —Bristol
- Up to £45,000 a year
- Full-time
- Maintenance
- Supervising experience
- Electrical experience
- Employee assistance programme
- Referral programme
Quick apply
9d
Member Support Specialist – Nights & Weekends
Bond OpCo, LLC —Trellech
- 8 hour shift
- Continuous improvement
- Data entry
- In-person
- Annual leave
- Flexible schedule
13d

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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 westbury on trym, bst

Client Services Manager

Corporate Client Services Manager

Commercial Contracts Manager

Client Experience Manager - Delivering accounting & business support

Senior Talent Solutions Manager

Business Development Manager (Maritime)

New Business Manager

Head of Global Sales

Marketing Projects Team Manager

Works Manager

Client Care Executive

Sales and Project Coordinator

Client Onboarding Specialist (New Launches)

Sector Client Director - Healthcare

Head of Business Development

Project Manager

Account Manager

Co production Lead

Service Manager

Member Support Specialist – Nights & Weekends

I want to receive the latest job alerts for client manager in westbury on trym, bst

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