AFH Wealth Management
Client Services Manager
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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
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.
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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.
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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 recruitment@afhgroup.com. We look forward to hearing from you!
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