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- Tasks: Lead a team to deliver top-notch support services for Financial Advisers.
- Company: Join AFH Wealth Management, a leading independent financial advisory firm.
- Benefits: Enjoy flexible working, competitive salary, and a range of perks.
- Other info: Opportunities for professional development and fun social events.
- Why this job: Make a real impact while growing your career in a dynamic environment.
- Qualifications: Experience in financial services management and strong interpersonal skills.
The predicted salary is between 40000 - 50000 £ per year.
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. We look forward to hearing from you!
Client Services Manager employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a Client Services Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research AFH Wealth Management thoroughly, understand their values, and be ready to discuss how your experience aligns with their goals. Practise common interview questions and think about how you can showcase your management skills and knowledge of FCA regulations.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining AFH Wealth Management and being part of their growth journey.
We think you need these skills to ace Client Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Manager role. Highlight your managerial experience in financial services and any relevant skills that match the job description. We want to see how you can grow with us!
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. Share specific examples of how you've managed teams and improved processes in previous roles. Let us know why you want to join AFH Wealth Management!
Showcase Your Interpersonal Skills: Since this role involves forming positive relationships, make sure to showcase your strong interpersonal skills in your application. Use clear and concise language to demonstrate your communication abilities, both written and verbal.
Apply Through Our Website: We encourage you to apply through our careers website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details about our culture and benefits there!
How to prepare for a job interview at AFH Wealth Management
✨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 knowledgeable 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.
✨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 your interest in the company culture and helps you stand out.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Prepare for questions about handling client onboarding issues or managing team performance. Practising your responses will help you feel more confident and articulate during the interview.