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- Tasks: Lead a team to deliver top-notch support for financial advisers and drive process improvements.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm in the UK.
- Benefits: Enjoy flexible working, competitive salary, bonuses, and health perks.
- Why this job: Make a real impact in a fast-paced environment while growing your career.
- Qualifications: Experience in financial services management and strong interpersonal skills required.
- Other info: Great opportunities for professional development and fun social events.
The predicted salary is between 28800 - 43200 £ per year.
Location: Cardiff, Cardiff, United Kingdom
Salary: Competitive Salary and Benefits
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 and 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 or if you have any queries, email the People Resourcing team.
Client Services Manager in Cardiff employer: AFH Financial Group.
Contact Detail:
AFH Financial Group. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work at AFH Wealth Management. A friendly chat can sometimes lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching AFH's values and recent news. We want to see that you’re genuinely interested in the company and its mission. Tailor your answers to show how your experience aligns with their goals.
✨Tip Number 3
Practice your communication skills! As a Client Services Manager, you'll need to convey information clearly and concisely. Try mock interviews with friends or use online resources to sharpen your verbal skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at AFH Wealth Management.
We think you need these skills to ace Client Services Manager in Cardiff
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Services Manager role. Highlight your experience in financial services administration and any managerial roles you've held. We want to see how you can bring your unique skills to our team!
Showcase Your Interpersonal Skills: Since this role involves forming positive relationships, be sure to include examples of how you've successfully managed teams or built rapport with clients. We love seeing clear and concise communication in both your written application and throughout the hiring process.
Demonstrate Your Understanding of Compliance: FCA regulations are a big deal in this role, so make sure to mention your knowledge and experience with compliance requirements. We’re looking for someone who can navigate these regulations smoothly, so don’t hold back on sharing relevant experiences!
Apply Through Our Website: We encourage you to submit your application through our careers website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at AFH Wealth Management!
How to prepare for a job interview at AFH Financial Group.
✨Know Your Stuff
Make sure you understand the financial services industry, especially the role of a Client Services Manager. Brush up on FCA regulations and compliance requirements, as these will likely come up in conversation. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Leadership Skills
Prepare examples of how you've successfully managed teams in high-pressure environments. Think about specific situations where you improved processes or mentored team members. This will demonstrate your ability to lead and support others effectively, which is crucial for this role.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Use clear and concise language, and don’t hesitate to ask questions about their experiences at AFH Wealth Management. This shows that you’re genuinely interested in the company culture and the people you’ll be working with.
✨Be Results-Oriented
Be ready to discuss how you've tracked KPIs and reported on team performance in previous roles. Highlight any achievements that demonstrate your ability to drive continuous improvements. This will align well with the expectations of the Client Services Manager position.
