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- Tasks: Lead a team to provide top-notch support for Financial Advisers in a dynamic setting.
- Company: A leading financial advisory firm with a focus on client success.
- Benefits: Competitive salary, comprehensive benefits package, and career advancement opportunities.
- Why this job: Make a real difference by ensuring exceptional client service and compliance.
- Qualifications: Proven managerial experience and knowledge of FCA regulations required.
- Other info: Fast-paced environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial advisory firm is seeking a Client Services Manager to oversee a team ensuring exceptional support for Financial Advisers in Cardiff. The ideal candidate will have a proven managerial background, familiarity with FCA regulations, and the ability to foster positive relationships in a fast-paced environment.
The role includes responsibility for compliance, client onboarding, and tracking team performance. Competitive salary and benefits package included.
Client Services Manager | Financial Advisory Lead (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 | Financial Advisory Lead (Cardiff)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Client Services Manager role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client services and compliance, so you can showcase how your managerial experience aligns with their needs. We want to see you shine!
✨Tip Number 3
Practice your pitch! Be ready to explain how your background fits the role of overseeing a team and ensuring exceptional support for Financial Advisers. Confidence is key, so let us help you nail that delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Services Manager | Financial Advisory Lead (Cardiff)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your managerial experience and familiarity with FCA regulations. We want to see how your background aligns with the role of Client Services Manager, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team in Cardiff. Share specific examples of how you've fostered positive relationships and supported teams in fast-paced environments.
Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention any relevant experience or training you have in this area. We’re looking for someone who can confidently navigate FCA regulations and ensure our clients are well taken care of.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at AFH Financial Group.
✨Know Your FCA Regulations
Make sure you brush up on FCA regulations before the interview. Being able to discuss these confidently will show that you understand the compliance aspect of the role and can navigate the regulatory landscape effectively.
✨Showcase Your Managerial Experience
Prepare specific examples from your past managerial roles where you've successfully led a team. Highlight how you fostered positive relationships and improved team performance, as this is crucial for the Client Services Manager position.
✨Demonstrate Client Onboarding Skills
Think about your experience with client onboarding processes. Be ready to discuss how you've streamlined these processes in the past and how you would approach them in this new role to ensure exceptional support for Financial Advisers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
